Wertpapierberater (m/w/d) mit Freitags-Garantie
Hybrid
Core
Provide holistic investment advice and develop individual investment strategies for a fixed client portfolio with a focus on securities, passive, and bundled business.
Role type
Securities investment advisor
Builds
Individual investment strategies and client portfolios
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Securities business knowledge, investment advisory expertise, negotiation skills, independent work style
Preferred skills
Team player, desire for personal development
Technologies
None stated
Responsibilities
Manage a fixed client portfolio, identify customer needs, develop individual investment strategies
Seniority
Mid-level, independent IC