CareerPlan

Kundenberater (d/m/w) Wertpapier Standort Regensburg

Regensburg, BAYERNFull-time2026-05-06 → 2026-11-12

Core

Provide independent, needs-oriented advisory on a broad range of investment and pension products with a focus on securities trading.

Role type

Client advisor (securities)

Builds

Sustainable client relationships through personal and telephone contact

Domain

Banking / Financial Services

Deliverable

client delivery

Required skills

Commercial training (Bank clerk) or relevant experience, high service competence, resilience, knowledge of economic relationships and capital markets

Preferred skills

Ability to work with people of diverse backgrounds, willingness to work in a team

Responsibilities

Conduct needs-oriented advisory on investment and pension products, build client relationships via personal and telephone contact, manage customer care for one or more branches, collaborate with branch teams

Seniority

Entry-level to Mid-level