Spezialist Investmentberatung (d/m/w) Filiale Darmstadt
Core
Independent advisory on investment and pension products with a focus on securities trading, building sustainable customer relationships through personal and phone contact.
Role type
Specialist Investment Advisor (Sales IC)
Builds
Investment and pension products for retail customers
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities trading knowledge, economic relationships and capital market understanding, sales talent, high service competency, resilience, openness to new technologies and AI tools
Preferred skills
Certified investment advisor qualification, knowledge of digital applications