Retail Banking Advisor
Via agency · Trenkwalder Magyarország
Investment adviser
Loan officer
Bank tellerFull-timeBudaörs
Would you like to work in a stable, customer-focused workplace with growth opportunities? We are looking for a retail banking advisor for our partner's Budaörs branch who enjoys helping clients find the best financial solutions.
Tasks
- Advising retail clients on daily finances, as well as unsecured loans, investments, and insurance
- Building investment portfolios tailored to clients' needs and risk appetite
- Participating in acquisition and active cross-selling
- Organizing and conducting client meetings