Kundenberater (d/m/w) Regionales Beratungscenter Investment
Core
Provide direct, flexible, and location-independent investment advice via phone and video to guide clients through asset management and securities strategies.
Role type
Regional Investment Advisory Consultant (IC)
Builds
Personalized investment solutions and securities strategies for individual clients
Domain
Banking / Wealth Management / Digital Advisory
Deliverable
client delivery
Required skills
Investment advisory, securities business knowledge, cross-selling, omni-channel collaboration, professional digital communication
Preferred skills
AnsFuG authorization, securities transaction experience, sales strength
Technologies
Phone, Video conferencing tools
Responsibilities
Advise clients on investment, asset building, and securities strategies via phone and video; Identify and execute cross-selling opportunities; Collaborate with branch sales, remote banking, and external partners
Seniority
Entry to Mid-level, hands-on IC