Kundenberater (d/m/w) Wertpapier
Core
Independent advisory and needs-based sales of financial and investment products with a focus on intensive securities trading across all risk classes.
Role type
Senior IC securities sales advisor
Builds
Financial and investment products for retail customers
Domain
Banking / Wealth Management
Required skills
Independent advisory, sales of financial products, customer relationship management, telephone outreach, regulatory compliance, team collaboration
Preferred skills
Commercial training, securities customer certificate (WpHGMaAnzV), EU directive intermediary certificate (EU-VRR), interest in capital markets, selling talent
Technologies
None stated
Responsibilities
Conduct independent advisory and sales of securities products, generate tips for regional managers and brokers, maintain valuable customer relationships including phone appointments, collaborate with branch teams, adhere to regulatory and internal sales principles
Seniority
Mid-level, experienced IC