Spezialist Investmentberatung (d/m/w)
Core
Provide independent, needs-oriented advisory on a broad range of investment and pension products with a focus on securities trading.
Role type
Investment advisory specialist (securities)
Builds
Sustainable customer relationships and portfolio management solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Independent work, customer relationship building, knowledge of economic relationships and capital markets, service competence, resilience
Preferred skills
Team collaboration, adaptability to changing conditions
Responsibilities
Conduct personal and telephone consultations, manage customer accounts for one or more branches, collaborate with branch teams, serve as a competent contact for securities-related inquiries