Digitaler Berater Für Vermögensanlage (w/m/d)

Santander UK

Mönchengladbach, Germany
Base: not specified; bonus/equity: variable salary...
Qualified advisory conversations by phone
Innovative tools
Sustainable process optimization
Lead qualified advisory conversations by phone using innovative tools and contribute creative ideas for sustainable process optimization

Job Summary

  • Lead qualified advisory conversations by phone using innovative tools and contribute creative ideas for sustainable process optimization.
  • Develop expertise in investment and pension products through seminars and on-the-job training, identifying concrete customer needs and developing suitable investment concepts.
  • Benefit from long-term perspectives in a growing international company with exciting development opportunities, flexible working hours, over 6 weeks of annual leave, and attractive extras like subsidized childcare and a gym pass.

Matching Summary

Lead qualified advisory conversations by phone using innovative tools and contribute creative ideas for sustainable process optimization.

Salary

Base: Not specified; Bonus/Equity: variable salary components; Benefits: Jahressonderzahlung, betriebliche Altersvorsorge, Sonderkonditionen für Bankprodukte, vermögenswirksame Leistungen, Essensgeldzuschuss, Gympass-Zuschuss, Jobticketzuschuss, Gesundheitsgutschein

Skills & Requirements

Must-have

  • qualified advisory conversations by phone
  • innovative tools
  • sustainable process optimization
  • customer needs identification
  • investment and pension product expertise
  • client base expansion and maintenance

Nice-to-have

  • creative ideas and new perspectives
  • individual life situation orientation
  • cross-selling product identification
  • risk awareness and proactive risk management
  • joy in modern digital communication

Key Requirements

  • Completed training as a bank clerk
  • Know-how and experience in investment/pension products
  • Motivation to become a professional in these topics
  • Interest/experience in economics and finance
  • Negotiation and closing skills

Work Rights

Not specified

Tailored Resume

Cover Letter