Anlageberater (m/w/d)
Core
Advise and support customers on investment products with a focus on securities offerings, analyzing individual needs to develop tailored solutions.
Role type
Investment advisor (securities focus)
Builds
Investment solutions and securities products for customers
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities analysis, holistic customer need analysis, regulatory compliance monitoring, market analysis, financial literacy (macroeconomic), process improvement
Preferred skills
Experience advising high-net-worth clients, knowledge of BankingWorkspace and agree21
Responsibilities
Conducting customer consultations and follow-ups, analyzing individual customer needs, developing investment solutions, monitoring market and regulatory changes, supporting team operations for complex queries, contributing to process development