Spezialist Investmentberatung (d/m/w) Regionalgebiet Nord
Core
Independent advisory on investment and pension products with a focus on securities trading, building sustainable client relationships through personal and phone contact.
Role type
Senior IC investment advisor (securities)
Builds
Investment and pension products for retail clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities trading knowledge, economic relationships, capital market understanding, sales talent, service competence
Preferred skills
Certified investment advisor qualification, experience with diverse client backgrounds