Spezialist Investmentberatung (d/m/w), KV 39
Core
Provide independent, needs-oriented advisory on a wide range of investment and pension products with a focus on securities trading.
Role type
Investment advisory specialist (securities)
Builds
Sustainable customer relationships and tailored investment solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities trading knowledge, pension product expertise, customer relationship building, service competence, economic and capital market understanding, AI application for customer needs analysis
Preferred skills
Certified investment advisor qualification, experience with AI tools for workflow optimization