Spezialist Investmentberatung (d/m/w), Filiale Magdeburg
Hybrid
Core
Bedarfsorientierte Beratung von Anlage- und Vorsorgeprodukten mit Schwerpunkt auf dem Wertpapiergeschäft für die Postbank-Kunden.
Role type
Investment Specialist (Securities)
Builds
Sustainable customer relationships and portfolio management for retail clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities trading knowledge, capital market understanding, customer relationship building, independent work organization, high service competency
Preferred skills
Certified investment advisor qualification (Frankfurt School of Finance & Management)