Berater (d/m/w) Beratungscenter Privatkunden - Hamburg, Hannover
Core
Providing personalized banking advice to private customers via digital channels (phone, video, chat) and in-person interactions, covering accounts, services, digitalization, investments, insurance, and private loans.
Role type
Private banking consultant (IC)
Builds
Standardized product portfolio for private banking (accounts, investments, insurance, loans)
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Sales skills, product knowledge for private banking, proficiency with PC and software applications, ability to use digital media in consulting
Preferred skills
Team collaboration, continuous learning motivation, open and communicative personality
Responsibilities
Advise customers on accounts, services, digitalization, investments, insurance, and private loans; utilize digital media (phone, video, chat, co-browsing) in customer consultations
Seniority
Entry to Mid-level, hands-on IC