Spezialist Investmentberatung (d/m/w) Standort Marburg
Core
Independent investment advisor for private and business clients, focusing on securities and investment products across various risk classes.
Role type
Specialist Investment Advisor (Financial Services)
Builds
Client portfolios and investment strategies
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, client relationship management, sales, regulatory compliance, AI tool application, critical evaluation of AI outputs
Preferred skills
Certified investment advisor, additional languages
Technologies
AI-supported applications
Responsibilities
Advise clients on financial services with a focus on securities and investment products; build and develop a personal client base; ensure high advisory and service quality while adhering to regulatory and internal guidelines; generate sales impulses and refer clients to specialized units; support professional exchange within the market area; collaborate with branch teams to develop advisory potential.