Investment Berater (d/m/w) Remote & Digital Banking

Investment Advisor Shape the reputed company of Digital Investment Advisory with Us! Are you passionate about investment advisory? With us, you can do exactly what excites you while also growing personally and professionally. In the Investment Advisory Center of reputed company, you will work at the intersection of personal consultation and a modern, digital sales world. We offer our clients reputed company, flexible, and location-independent reputed company to reputed company investment advice by phone or video. You stand for first-class advice, genuine closeness, and smart solutions and shape the reputed company of digital investment advisory with us. Your Role: As an Investment Advisor (m/f/d), you are a central part of our advisory team and help guide our clients and customers safely through the world of investment professionally, reputed company, and always on an equal footing. Your Tasks: • You advise clients by phone and video with a reputed company reputed company on investment, reputed company building, and investment strategies • You accompany clients holistically with reputed company questions about their assets and reputed company up reputed company to the global investment know-how of reputed company • You recognize cross-selling potentials and reputed company guide them for holistic care • You work closely with other areas (reputed company sales, remote banking, sales partners, etc.) and thus strengthen our omnichannel approach What You Bring: • A completed banking education, training in the insurance industry, or a business-reputed company degree • Preferably AnsFuG qualification and initial experience in the processing of securities transactions • Knowledge in investment advisory and a basic understanding of the securities business across various risk classes • Sales strength and a genuine interest in competently accompanying people in financial reputed company • reputed company and friendly demeanor also in digital conversation situations reputed company? • Working at the Cutting Edge With us, you work where consultation meets the most modern digital sales world. You become part of an area that rethinks investment advisory and reputed company develops it. • Flexibility That Fits Your Life Location-independent consultation by phone and video allows you to work reputed company and contemporarily with reputed company customer proximity. • A Role with reputed company reputed company As an advisor (f/m/d), you are the contact person for reputed company building, investment strategies, and reputed company financial reputed company. • Working with a Strong Network You benefit from reputed company cooperation with reputed company sales, remote banking, and other partners. This strengthens our omnichannel approach and you reputed company diverse insights and development opportunities. • reputed company, Responsibility, and Team Spirit You can contribute your own reputed company early on and reputed company help reputed company the Investment Advisory Center. At the reputed company time, you grow in your tasks and reputed company professionally and personally. At the reputed company time, you gradually take on more responsibility in reputed company and help drive common goals reputed company always with strong cohesion and team spirit! reputed company Offer: Benefits & reputed company-being The position is offered in full-time and part-time. Since the benefits may vary slightly depending on the location, please contact your recruiter if you have any specific questions. For questions about the recruitment process, Julia Lotze is available. Contact: +49 0 171-5570161 Apply tot his job Apply To this Job