Senior Experte Investment (d/m/w) Beratungscenter Privatkunden
Core
Senior investment expert providing omnichannel digital and personal advisory services for private banking customers, focusing on securities business expansion.
Role type
Senior IC investment advisor (securities & private banking)
Builds
Digital and personal advisory services for private banking customers
Domain
Banking / Wealth Management / Securities
Deliverable
client delivery
Required skills
securities business expertise, personal credit knowledge, digital advisory expertise, regulatory compliance (AnsFuG, IDD), risk classification knowledge, sales strength
Preferred skills
omnichannel platform proficiency, team mentoring, training new hires
Technologies
omnichannel workplace, video consultation, screen sharing, digital advisory tools
Responsibilities
Advise a customer portfolio with focus on digital omnichannel private banking segment and securities business expansion; Recognize customer needs using standardized investment processes and escalate complex needs; Support leadership in onboarding new employees and provide training in securities; Ensure compliance with regulatory and quality requirements in securities and credit business.
Seniority
Senior, hands-on IC