Junior Berater*in Wealth Management (d/m/w)

Akamai

Kiel, Germany
Hybrid
Customer portfolio management
Investment advisory skills
Knowledge of mifid regulations
You will manage your own customer portfolio in Wealth Management

Job Summary

  • You will manage your own customer portfolio in Wealth Management.
  • The role involves recognizing and addressing customer needs through structured strategy discussions.
  • The company promotes a culture of excellence and offers a wide range of employee benefits.

Matching Summary

You will manage your own customer portfolio in Wealth Management.

Skills & Requirements

Must-have

  • Customer portfolio management
  • Investment advisory skills
  • Knowledge of MiFiD regulations

Nice-to-have

  • Team collaboration
  • Customer service orientation
  • Digital media proficiency

Key Requirements

  • Banking apprenticeship or equivalent
  • Experience in private customer consulting
  • Knowledge of investment products

Work Rights

Not specified

Tailored Resume

Cover Letter