Kundenberater (d/m/w) Wertpapier
Core
Provide independent, needs-oriented advisory on a broad range of investment and pension products with a focus on securities trading.
Role type
Securities Sales Advisor
Builds
Sustainable customer relationships through personal and telephone contact.
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Commercial training (Bank Clerk) or multi-year experience in customer advisory/securities sales, high service competence, resilience, knowledge of economic relationships and capital markets
Preferred skills
Certification as investment advisor
Responsibilities
Conduct needs-oriented advisory on investment and pension products, build customer relationships via personal and telephone contact, manage customer care for one or more branches, collaborate with branch teams
Seniority
Entry to Mid-level