Senior Experte Wertpapiere (d/m/w), Beratungscenter Privatkunden, Mannheim
Core
Senior securities expert providing omnichannel investment advice and sales for private banking customers, utilizing digital media and personal consultation.
Role type
Senior IC securities advisor (private banking)
Builds
Investment and securities products for private customers
Domain
Banking / Wealth Management / Private Banking
Deliverable
client delivery
Required skills
securities business expertise, omnichannel sales, risk class knowledge, personal credit competencies, digital advisory, regulatory compliance (AnsFuG, IDD)
Preferred skills
team mentoring, training new employees, deep product knowledge across private banking portfolio
Technologies
telephone, video consultation, screen sharing, omnichannel workstations
Responsibilities
Advise a customer portfolio with a focus on the digital, omnichannel-supported private customer segment; sell advisory-intensive securities products via digital media; recognize customer needs using standardized investment and advisory processes; support leadership in onboarding new employees; train and further educate colleagues in the securities area.