Senior Experte Wertpapiere (d/m/w), Beratungscenter Privatkunden, Nürnberg
Hybrid
Core
Senior securities expert providing omnichannel investment advice and sales for private banking customers.
Role type
Senior IC securities advisor (private banking)
Builds
Digital and omnichannel investment products for private clients
Domain
Banking / Wealth Management
Deliverable
product features
Required skills
Securities trading expertise, Investment product knowledge, Personal credit expertise, Omnichannel sales, Regulatory compliance (AnsFuG, IDD), Team mentoring
Preferred skills
Digital advisory expertise, Full product portfolio knowledge
Technologies
Telephony, Video consultation, Screen sharing
Responsibilities
Advise on investment products via digital and personal channels, Identify customer needs using standardized processes, Mentor and train new colleagues, Ensure regulatory compliance
Seniority
Senior, hands-on IC