Teamleiter Investmentberatung (d/m/w), MG Ostwestfalen / Hochsauerland
Core
Lead and develop a securities trading team while providing direct investment advice to customers.
Role type
Team Lead, Investment Advisory
Builds
Sustainable customer relationships and team performance in securities trading
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Team leadership, personnel planning, investment advisory, customer relationship management, securities trading expertise, communication, analytical thinking, structured work approach, resilience, knowledge of economic relationships and capital markets
Preferred skills
None stated
Technologies
None stated
Responsibilities
Provide technical and disciplinary leadership to the securities team, develop the team, plan personnel deployment, manage results-oriented team steering, provide direct customer advisory focused on securities business, build customer relationships through personal and phone contact, coordinate with branch teams for customer care, organize own workday independently
Seniority
Manager, hands-on leadership