Wertpapierspezialist (m/w/d)
Core
Lead and conduct needs-oriented advisory in all securities business areas and products, acquire new private clients, and actively manage assigned client portfolios.
Role type
Senior securities specialist (private banking)
Builds
Private client advisory services and securities portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities trading knowledge, Private banking advisory, Portfolio management, Capital market analysis, Client acquisition, Relationship management
Preferred skills
Advanced banking degree (Dipl. Bankbetriebswirt), Experience in asset management, Knowledge of modern capital market theories
Responsibilities
Conduct needs-oriented advisory in all securities business areas, Acquire new private clients, Actively manage and develop assigned client portfolios, Monitor capital markets using internal and external sources, Exchange information on client activities and sales impulses with regional market managers, Participate in new client advisory sessions, Support market staff and disseminate securities advisory information to branch networks