Berater Investment (d/m/w) Beratungscenter Privatkunden - Berlin, Schkeuditz, Essen
Core
Remote investment advisor providing personalized wealth management and securities strategy advice via phone and video to private clients.
Role type
Senior IC investment advisor (private banking)
Builds
Personalized investment portfolios and wealth management strategies for private clients
Domain
Banking / Wealth Management / Private Client Services
Deliverable
client delivery
Required skills
Investment advisory, securities trading, cross-selling, omnichannel sales, digital communication, risk assessment
Preferred skills
AnsFuG authorization, experience in securities transactions, knowledge of various risk classes, sales strength
Technologies
Video conferencing, AI-assisted tools, digital banking platforms
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
Mid-level, hands-on IC