Privatkundenberater - Anlageberatung / Wertpapier (m/w/d)
Core
Advise and manage private clients on wealth management and securities trading within a cooperative bank.
Role type
Private banking advisor (wealth management & securities)
Builds
Client relationships and investment portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management advisory, securities trading, client acquisition, relationship management, market analysis, financial planning
Preferred skills
Bank specialist qualification (Bankfachwirt), experience in investment advisory
Technologies
None stated
Responsibilities
Conduct holistic, needs-based advisory conversations with assigned private clients; acquire new clients and external funds considering yield and risk; expand existing client relationships; plan and manage appointments; consult clients, potentially involving specialists from the group (securities, construction, corporate banking).