Spezialist Investmentberatung (d/m/w), Filialen Herrenberg & Freudenstadt
Core
Independent advisory on investment and pension products with a focus on securities trading for Postbank customers.
Role type
Senior IC investment advisor (securities)
Builds
Sustainable customer relationships and sales of investment products
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities trading expertise, customer relationship management, economic knowledge, capital market knowledge, AI tool proficiency
Preferred skills
Certified investment advisor status, experience with diverse customer bases