Kundenberater (m/w/d) Bank
Core
Provide holistic, needs-oriented financial consulting for a dedicated client portfolio with a focus on securities advice for individual customers.
Role type
Senior IC retail banking advisor (securities)
Builds
Financial products and securities services for individual clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities trading knowledge, Private client relationship management, Financial product consulting, Client acquisition and retention, Regulatory compliance (WpDVerOV), Cross-selling financial services
Preferred skills
Bankbetriebswirt (SBW) qualification, Bankfachwirt (SBW) qualification
Responsibilities
Advise assigned clients on securities and financial products, Acquire new customers and expand existing relationships, Refer complex cases to product specialists, Ensure compliance with securities service regulations