Vertriebsassistenz Geldanlagen, Investmentfonds, ETFs (w/m/d)
Core
Personal contact for customers regarding daily/fixed-term deposits, investment funds, and ETFs, providing ongoing individual advice and care.
Role type
Sales assistant for investment products
Builds
Investment solutions and strategies for retail clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Customer advisory, portfolio strategy development, data management, MS Office
Preferred skills
Initiative, service orientation, communication, teamwork