Kundenberater Wertpapier (d/m/w), Regionales Beratungscenter
Core
Telefon- und Videoberatung von anspruchsvollen Kundengruppen im Finanzdienstleistungsgeschäft mit Schwerpunkt auf Wertpapierprodukten bis Risikoklasse 4.
Role type
Senior IC securities sales advisor
Builds
Sustainable customer relationships and sales of investment products
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Certified investment advisor, EU investor service directive (EU-VRR) compliance, German investor protection law (AnsFuG) compliance, sales of securities up to risk class 4, lead management, cross-selling
Preferred skills
Experience in securities business, knowledge of advisory-intensive products
Technologies
Telephony, Video consultation tools
Responsibilities
Advise and sell securities products via phone and video, develop customer relationships, process assigned and self-initiated leads, ensure high service quality and regulatory compliance, conduct pre- and after-sales activities