Kundenberater (d/m/w) Wertpapier Standort Offenbach und Neu Isenburg
Core
Provide independent, needs-oriented advisory on investment and pension products with a focus on securities trading.
Role type
Securities sales advisor
Builds
Sustainable customer relationships and portfolio management for retail clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities trading knowledge, investment advisory certification, economic market understanding, high service competency, resilience
Preferred skills
Ability to work with diverse customer groups, self-organization
Technologies
None stated
Responsibilities
Conduct personal and telephone consultations to build customer relationships, manage customer portfolios for one or more branches, collaborate with branch teams, serve as a competent contact for securities-related inquiries
Seniority
Entry-level to Mid-level, individual contributor