Spezialist Investmentberatung (d/m/w), KV 302 & 309
Based in Germany
Core
Provide independent, needs-oriented advisory on a broad range of investment and pension products with a focus on securities trading for Postbank customers.
Role type
Securities investment advisor (retail banking)
Builds
Sustainable customer relationships and portfolio management solutions
Domain
Banking / Wealth Management / Securities
Deliverable
client delivery
Required skills
Independent advisory, relationship building, securities trading knowledge, economic understanding, capital market knowledge
Preferred skills
Certified investment advisor status, high service competence, resilience, adaptability