Spezialist Investmentberatung (d/m/w) Filiale München
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
Securities investment advisor (IC)
Builds
Investment and pension products for retail clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities trading knowledge, capital market understanding, client relationship building, independent work organization
Preferred skills
Certified investment advisor qualification, economic context knowledge
Technologies
None stated
Responsibilities
Provide needs-oriented advice on investment and pension products, build client relationships via personal and phone contact, manage client portfolios for one or more branches, collaborate with branch teams
Seniority
Individual Contributor (IC), entry to mid-level
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