Senior Experte Wertpapiere (d/m/w) Beratungscenter Privatkunden, Essen, Köln, Wuppertal
Core
Senior securities expert providing omnichannel digital and personal advisory services for private banking customers, focusing on expanding the securities business and managing a client portfolio.
Role type
Senior IC securities advisor (private banking)
Builds
Digital and personal advisory services for private banking customers
Domain
Banking / Securities / Private Wealth Management
Deliverable
client delivery
Required skills
Securities business expertise, omnichannel advisory, risk class knowledge, personal credit expertise, IDD certification, regulatory compliance, team mentoring
Preferred skills
Digital advisory expertise, sales strength, customer orientation
Technologies
Telephony, video consultation, screen sharing, omnichannel workstations
Responsibilities
Advise clients on securities and investment products via digital and personal channels, identify customer needs using standardized processes, mentor and train new colleagues, support leadership in onboarding
Seniority
Senior, hands-on IC