Spezialist Investmentberatung (d/m/w), Filiale Köln
Core
Advise private and business customers on financial services with a focus on securities and investment products across different risk classes.
Role type
Specialist Investment Advisor (Retail Banking)
Builds
Customer relationships and investment portfolios for private and business clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, customer relationship management, sales, regulatory compliance, AI tool application, critical evaluation of AI outputs
Preferred skills
Additional languages beyond German
Responsibilities
Advise customers independently and holistically on financial services, build and develop a personal customer base, ensure high service quality for multiple branches, generate sales impulses, act as a point of contact for asset and investment topics, collaborate with branch teams to unlock advisory potential