Anlageberater (m/w/d) bis zu 71.000€ Jahresbrutto
Core
Advise and support clients on securities, investment, and asset management, building long-term relationships and offering tailored solutions for savings and investment decisions.
Role type
Investment advisor (securities and asset management)
Builds
Client portfolios and investment strategies
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Securities and investment knowledge, client relationship management, financial planning, sales and acquisition, communication, regulatory compliance
Preferred skills
Bankfachwirt qualification, prior experience in asset management or sales
Technologies
Investment platforms, CRM tools
Responsibilities
Advise clients on securities and investment products, acquire new clients, support clients with savings and investment decisions
Seniority
Mid-level, experienced professional