Wertpapierberater (m/w/d)
Hybrid
Core
Senior securities advisor providing digital, needs-based investment advice to wealthy clients via a modern online platform.
Role type
Senior securities advisor (wealth management)
Builds
Fund product portfolios tailored to client needs
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, securities trading, sales, communication, service orientation, hands-on mentality
Preferred skills
Market trend analysis, digital platform proficiency
Responsibilities
Provide digital investment advice to wealthy clients, manage and nurture the client portfolio, adjust fund product offerings to client needs, pursue sales targets while aligning with client interests, monitor financial market trends to optimize advisory approaches
