Senior Experte Wertpapiere (d/m/w) Beratungscenter Privatkunden
Core
Senior securities expert providing omnichannel digital and personal advisory services for private banking customers, focusing on expanding the securities business and managing a client portfolio.
Role type
Senior IC securities advisor (private banking)
Builds
Digital and personal advisory services for private banking clients
Domain
Banking / Securities / Private Wealth Management
Deliverable
client delivery
Required skills
Securities business expertise, Personal credit expertise, Digital advisory skills, Investment knowledge, Regulatory compliance (AnsFuG, IDD), Team mentoring
Preferred skills
Knowledge of AI tools, Omnichannel platform proficiency
Responsibilities
Advise clients on securities and investment products via digital and personal channels, Identify and escalate complex client needs, Mentor and train new colleagues, Ensure regulatory compliance in sales and advisory processes