Kundenberater Wertpapier (d/m/w)
Core
Provide independent advisory and sales of financial and investment products, with a focus on intensive securities trading across all risk classes, for 12.5 million Postbank customers nationwide.
Role type
Senior IC securities sales advisor
Builds
Financial and investment products (securities)
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Independent advisory, sales of financial products, securities trading knowledge, customer relationship management, telephone sales, regulatory compliance, AI tool application
Preferred skills
Commercial mindset, initiative, collaboration
Technologies
AI-supported applications
Responsibilities
Generate tips for regional managers and brokers, actively collaborate with all branch functions, build and maintain valuable customer relationships including phone outreach, manage customer potential for multiple branches, ensure high service quality per regulatory and internal guidelines
Seniority
Senior, hands-on IC