Privatkundenberater mit Schwerpunkt Wertpapierberatung (m/w/d)
Core
Private banking advisor specializing in securities and wealth management for individual clients.
Role type
Private banking advisor (securities focus)
Builds
Investment portfolios and financial solutions for private clients
Domain
Banking / Wealth Management
Required skills
Securities knowledge, wealth management, customer relationship management, sales, financial planning
Preferred skills
Bankfachwirt certification, forward loans expertise, insurance solutions
Technologies
Digital advisory tools
Responsibilities
Advise clients on securities (bonds, stocks, funds, ETFs) up to €250k, provide financing and insurance solutions up to €50k, manage and grow client base, act as first point of contact
Seniority
Mid-level, experienced advisor