Spezialist Investmentberatung (d/m/w), Filiale Magdeburg
Core
Independent advisory on investment and pension products with a focus on securities trading, building sustainable customer relationships through personal and phone contact.
Role type
Securities investment advisor (retail banking)
Builds
Investment and pension product portfolios for retail customers
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities trading knowledge, economic and capital market understanding, certified investment advisor qualification, high service competency, resilience
Preferred skills
Sales talent, ability to work with diverse backgrounds, knowledge of economic relationships