Digitaler Berater Für Vermögensanlage (w/m/d)

SANTANDER CONSUMER BANK S.p.A

Mönchengladbach, Germany
On-site
Innovative consulting tools
Investment and retirement products
Customer needs analysis
Santander Consumer Bank is seeking a Digital Consultant for Wealth Investment in Mönchengladbach, Germany. The role involves providing advisory services through innovative digital tools while focusing on customer needs and risk management

Job Summary

  • Conduct qualified consultations by phone using innovative tools and contribute creative ideas for sustainable process optimization.
  • Develop concrete customer needs and create suitable investment concepts tailored to individual life situations.
  • Enjoy long-term prospects with a secure job in a growing international company, flexible working hours, and over 6 weeks of annual leave.

Matching Summary

Match Score: 85

Santander Consumer Bank is seeking a Digital Consultant for Wealth Investment in Mönchengladbach, Germany. The role involves providing advisory services through innovative digital tools while focusing on customer needs and risk management.

Skills & Requirements

Must-have

  • Innovative consulting tools
  • Investment and retirement products
  • Customer needs analysis
  • Digital communication skills

Nice-to-have

  • Creative process optimization ideas
  • Cross-selling product identification
  • Risk awareness and responsibility

Key Requirements

  • Completed training as a bank clerk or comparable qualification
  • Know-how and experience in investment or retirement planning
  • Interest in economics and finance

Work Rights

Not specified

Tailored Resume

Cover Letter