Not specified; not specified; comprehensive benefi...
Hybrid
Multi-year sales experience in banking
Independent competence in securities business
Ansfug authorization for investment advice
The role involves advising a customer portfolio with a focus on the digital, omni-channel private banking segment and expanding securities business
Job Summary
The role involves advising a customer portfolio with a focus on the digital, omni-channel private banking segment and expanding securities business.
Candidates are expected to utilize digital media including video counseling and screen sharing to sell complex securities products.
The position offers flexible working hours, hybrid work models, and comprehensive benefits including mental health support and financial security plans.
Matching Summary
The role involves advising a customer portfolio with a focus on the digital, omni-channel private banking segment and expanding securities business.
Salary
Not specified; Not specified; Comprehensive benefits package including health checks, fitness center access, and pension plans
Skills & Requirements
Must-have
Multi-year sales experience in banking
Independent competence in securities business
AnsFuG authorization for investment advice
Deep knowledge of risk classes in investments
IDD certification for insurance and pension products
Expertise in digital advisory and omni-channel sales
Nice-to-have
Sovereign and friendly appearance in complex situations
Strong team and communication skills
Experience mentoring new employees
Ability to shape the future of advisory services
Key Requirements
Banking commercial training or equivalent qualification