Privatkundenberater mit Schwerpunkt Wertpapierberatung (m/w/d)
Core
Private banking advisor specializing in securities and asset management, serving affluent private clients with investment and pension needs up to €250,000.
Role type
Private banking advisor (securities focus)
Builds
Personalized investment solutions, pension plans, and financing products for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities knowledge (bonds, stocks, funds, ETFs), asset management, financial planning, sales, relationship management
Preferred skills
Bankfachwirt certification, experience in securities/pension advisory
Technologies
Digital advisory channels
Responsibilities
Advise clients on securities and asset allocation, manage client relationships, develop new business through referrals, provide financing and insurance solutions
Seniority
Mid-level, experienced IC