CareerPlan
Köln, NORDRHEIN_WESTFALENFull-time2026-09-17 → 2026-10-20

Core

Providing customer care and advisory services, managing client portfolios and deposits, and creating market reports and macroeconomic analyses.

Role type

Client-facing bank sales and advisory specialist

Builds

Client portfolios and investment strategies

Domain

Banking and financial services

Deliverable

client delivery

Required skills

Portfolio management, market analysis, macroeconomic analysis, client advisory, MS Office proficiency

Responsibilities

Customer care and advisory, managing client portfolios and deposits, creating market reports, conducting macroeconomic analyses, attending meetings and conferences, liaising with settlement banks