Anlage- und Wertpapierberater (m/w/d) - Erfurt
Core
Provide individual investment advice and manage customer portfolios with a focus on wealth management and securities.
Role type
Investment and securities advisor
Builds
Customer portfolios and securities business
Domain
Banking and wealth management
Deliverable
client delivery
Required skills
Investment advice, portfolio management, customer acquisition, relationship management, securities knowledge
Preferred skills
Communication, customer orientation, initiative