Privatkundenberatung (m/w/d) bis zu 71.000€ Jahresbrutto
Core
Advise and support customers on securities, investment, and asset management, building long-term relationships and winning new clients with a holistic investment approach.
Role type
Private client investment specialist (retail banking)
Builds
Tailored investment and provision solutions for private clients
Domain
Financial services / Asset management
Deliverable
client delivery
Required skills
Securities and investment knowledge, customer acquisition, holistic investment planning, communication of complex financial topics
Preferred skills
Bankfachwirt qualification, prior experience in asset management or sales
Technologies
None stated
Responsibilities
Advise customers on securities, investment, and asset management; Acquire new clients; Support customers with provision and investment decisions
Seniority
Mid-level, experienced professional