Privatkundenberater - Anlageberatung / Wertpapier (m/w/d)
Core
Private banking advisor responsible for asset management, wealth advisory, and securities trading for cooperative bank members.
Role type
Private banking advisor (wealth management & securities)
Builds
Personalized investment portfolios and securities trading services for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
asset management, wealth advisory, securities trading, customer acquisition, relationship management, market analysis
Preferred skills
Bankfachwirt certification, experience in investment advisory
Technologies
None stated
Responsibilities
Advise and support assigned private customers, conduct holistic needs-based advisory conversations, expand customer relationships and acquire new clients, identify external funds and potential within the cooperative network, plan and manage appointments independently, actively advise customers including involving specialists when necessary