Privatkundenberater mit Wertpapierberatung (m/w/d) am Standort Quickborn
On-site
Core
Private banking advisor providing securities consultation and sales to individual customers.
Role type
Private banking advisor (securities)
Builds
Financial products and securities services for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities advisory expertise, sales orientation, customer relationship management, regulatory compliance, financial analysis
Preferred skills
Experience with digital banking tools, adaptability to new media
Technologies
Digital banking platforms, CRM tools