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ROSA Experts AG & Co KG

Investmentberater (m/w/d)

Kaiserslautern, Rheinland-Pfalz, Germany

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hirly's read of this role

Role family
Operations
Seniority
Mid level
Country
DE
Work mode
On-site / unstated
First seen by hirly
26 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

Im Rahmen der Direktvermittlung suchen wir für unseren Kunden einen Investmentberater (m/w/d).

  • Aufgabe:
  • SIe betreuen langfrstig ein Kundenstamm im gehobenen Privat- und Firmenbereich
  • Sie bauen eine vertrauensvolle Beziehung zum Klient auf und führen eine regelmäßiges Austausch zu Finanz- und Kapitalmarktthemen mit diesem
  • Sie führen eine proaktive Kommunikation über Anlagestrategien sowie Depotumschichtungen mit den Klienten
  • Qualifikation:
  • Sie haben eine abgeschlossene kaufmännische Ausbildung oder Studium
  • Sie besitzen bereits Berufserfahrung im Bereich der Kapitalmärkte / Wertpapierbereich und haben eine sehr gute Kunden- und Serviceorientierung
Original posting on ROSA Experts AG & Co KG's site ↗

Listed on hirly, a job board. hirly is not the employer: ROSA Experts AG & Co KG is hiring for this role.

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