Kundenberater (d/m/w) Wertpapier
Hybrid
Core
Provide independent, needs-based advisory on a wide range of investment and pension products with a focus on securities trading.
Role type
Securities Sales Advisor
Builds
Sustainable customer relationships through personal and telephone contact
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Investment advisory certification, knowledge of economic relationships and capital markets, high service competence, resilience
Preferred skills
Sales talent, ability to work with people of diverse backgrounds
Technologies
None stated
Responsibilities
Conduct needs-based advisory on investment and pension products, build customer relationships via personal and telephone contact, manage customer care for one or more branches, collaborate with branch teams
Seniority
Entry-level to Mid-level