Description
We are seeking a Private Customer Consultant to join our team in Köln. As a Private Customer Consultant, you will be responsible for advising our private customers on various banking products and services through digital media, such as telephone, video consultation, and email.
Your tasks:
- Provide tailored advice to private customers on digital media
- Manage a portfolio of customers and develop customer relationships continuously
- Identify customer needs using standardized consulting processes and refer customers to specialized areas when necessary
- Conduct high-quality consultations and achieve sales targets
- Collaborate with colleagues and contribute to the team's performance
- Support leadership in onboarding new employees and take on representative tasks in daily operations
Requirements:
- Banking-related education or equivalent qualification
- Certified investment advisor or willingness to obtain certification
- Experience in digital consulting and sales of personal loans and precautionary products
- In-depth knowledge of financial products and services
- Excellent communication and sales skills
- Ability to work in a team and lead others
What we offer:
- Flexible working hours and a secure employment contract
- Comprehensive benefits package, including health and wellness programs, financial security, and social benefits
- Opportunity to develop professionally and personally
The position is offered as full-time or part-time.