Senior Kundenberater Investment (d/m/w) Beratungscenter Privatkunden
Core
Senior investment advisor providing omnichannel digital and personal advice on securities and investment products to private customers.
Role type
Senior IC investment advisor (securities)
Builds
Digital and personal investment advice services for private banking customers
Domain
Banking / Wealth Management / Securities
Deliverable
client delivery
Required skills
Securities sales expertise, Omnichannel advisory proficiency, Risk classification knowledge, Personal credit expertise, Regulatory compliance (AnsFuG, IDD), Team mentoring
Preferred skills
Digital sales strength, Complex situation handling
Technologies
Telephony, Video consultation, Screen sharing, Omnichannel workstations
Responsibilities
Advise a customer portfolio with focus on digital omnichannel private banking and expansion of securities business; Conduct needs-based advice and sell advisory-intensive securities products via digital media; Recognize customer needs using standardized investment processes and escalate complex cases; Support team performance and share expertise; Assist leadership in onboarding new employees and conduct training in securities
Seniority
Senior, hands-on IC