Wertpapierspezialist (m/w/d)
Core
You serve assigned private customers by creating individual investment solutions and acquiring new clients in the securities and wealth management domain.
Role type
Private banking securities specialist (IC)
Builds
Individual investment portfolios and client acquisition
Domain
Banking / Wealth Management / Capital Markets
Deliverable
client delivery
Required skills
Securities sales, portfolio construction, capital market analysis, client acquisition, relationship management, financial planning
Preferred skills
Open Architecture products, ETFs, certificates, modern capital market theories
Technologies
Open Architecture, ETFs, Certificates
Responsibilities
Advise assigned private customers on investment needs, create individual investment solutions, acquire new private clients, monitor capital market changes, collaborate with branch managers on client strategies, participate in second-round client consultations