Senior Berater Wertpapiere (d/m/w) Beratungscenter Privatkunden, Köln
Core
Senior securities advisor providing digital and hybrid personal banking advice, selling securities products and consumer finance to private customers via phone, video, and email.
Role type
Senior IC securities advisor (private banking)
Builds
Digital banking products, consumer finance, and securities portfolios for private clients
Domain
Banking / Wealth Management / Consumer Finance
Deliverable
product features
Required skills
Securities product expertise, Consumer finance expertise, Digital channel mastery (video, screen sharing), Sales and closing, Regulatory compliance (IDD, AnsFuG), AI tool application
Preferred skills
Omnichannel strategy, Team mentoring, Process optimization
Technologies
Video consultation, Screen sharing, Online banking platforms, AI tools, FinanzCheck
Responsibilities
Advise customers on accounts, digitalization, and securities products; Sell personal loans and securities; Acquire opt-ins for digital services; Use AI to identify customer needs; Mentor team members on knowledge and sales techniques.
Seniority
Senior, hands-on IC