Description
We are seeking an experienced Investment Advisor to join our Private Customer Bank team in Würzburg, Juliuspromenade 66.
As an Investment Advisor, you will be responsible for providing investment advice to customers, developing customer-specific investment strategies, and managing customer portfolios.
Key Responsibilities:
- Develop customer-specific investment strategies based on the investment process for portfolio consulting
- Maintain and expand personal relationships with customers in the investment business
- Independently manage the optimization and expansion of customer portfolios through portfolio management, activation, and growth
- Collaborate with Relationship Managers to identify cross-selling opportunities and forward identified needs
- Ensure compliance with quality requirements in the securities business and relevant regulatory requirements and approvals
- Conduct at least one joint conversation with the customer per year, including the Relationship Manager
- Regularly exchange information with the Relationship Manager on customer portfolio development
- Continuously develop your specialist knowledge
Requirements:
- Training as a banker, further education and/or studies desirable
- Several years of successful sales experience and comprehensive knowledge of the advisory and product spectrum of PCC
- Pronounced customer and service orientation
- Specialist knowledge of capital market products and stock trading
- Confidence in the MiFID-compliant advisory process
- High level of initiative, dynamism, and goal orientation
- Competent appearance with high communication skills
What we offer:
- A wide range of benefits that cover all your professional and personal needs
- Emotional balance: offers such as counseling in difficult life situations and mental health promotion
- Physical fitness: offers such as extensive check-up examinations, vaccination offers, and healthy lifestyle advice
- Social networking: support through the pme family service, fitness center job, flexible working time models, and a comprehensive culture of diversity, equal opportunities, and participation
- Financial security: offers such as contribution plans for old-age provision, bank services for employees, company bicycle, or Germany ticket