Spezialist Investmentberatung (d/m/w), KV 184 Heilbronn 2
Core
Independent advisory specialist for investment and pension products with a focus on securities trading, building sustainable customer relationships through personal and phone contact.
Role type
Specialist Investment Advisor (IC)
Builds
Investment and pension products for retail customers
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities trading knowledge, customer relationship management, economic and capital market understanding, service orientation, adaptability, digital tool proficiency
Preferred skills
Certified investment advisor status, experience with AI-supported tools