Spezialist Investmentberatung (d/m/w), KV 14
Core
Independent advisory on investment and pension products with a focus on securities trading for Postbank customers.
Role type
Senior IC investment advisor (securities)
Builds
Sustainable customer relationships and portfolio management solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities trading expertise, customer relationship building, economic knowledge, capital market understanding, certified investment advisor qualification
Preferred skills
Team collaboration, adaptability to changing conditions, sales talent
Technologies
Postbank internal systems
Responsibilities
Conduct needs-oriented advisory on investment and pension products, build customer relationships via personal and phone contact, manage customer portfolios for one or more branches, collaborate with branch teams, organize own workday independently