Senior Kundenberater (d/m/w) Beratungscenter Investment
Core
Senior investment advisor providing direct, flexible, and remote guidance on wealth management, securities strategies, and asset building via phone and video.
Role type
Senior client advisor (investment)
Builds
Personalized investment advice and wealth management solutions for private clients
Domain
Banking / Wealth Management / Digital Advisory
Deliverable
client delivery
Required skills
Securities trading execution, investment advisory expertise, cross-selling, omnichannel collaboration, professional digital communication
Preferred skills
Financial planning, risk assessment across asset classes, relationship building
Technologies
Video conferencing tools, digital advisory platforms, CRM systems
Responsibilities
Advise clients on investment and asset building via phone and video, identify and execute cross-selling opportunities, collaborate with branch sales and remote banking teams
Seniority
Senior, hands-on IC
