Description
The role advises a senior customer portfolio in Germany’s private customer banking, with a focus on digital and omnichannel services and expanding the securities business. Responsibilities include needs-based consulting, selling advisory-intensive securities products through telephone, video, screen sharing, and other omnichannel channels, identifying customer needs, referring complex cases, supporting colleagues, and assisting with employee onboarding and securities training. The position requires banking training or a comparable qualification, several years of advisory experience, securities authorization under AnsFuG, knowledge of risk classes, IDD certification, and strong sales and communication skills. It is offered in full-time and part-time arrangements.
