Wealth Management Advisor

Wealth Management Advisor

In the Wealth Management division, you will provide comprehensive financial advice to affluent clients. As a personal contact person, you will combine individual asset management with a broad range of financial products and services. Your goal is to build long-term customer relationships, acquire new clients, and collaborate with specialised departments on complex issues.

Responsibilities:

• You will independently manage a client portfolio with intensive consulting needs and develop long-term customer relationships.
• You will provide holistic advice on investments, securities, and other financial products while complying with regulatory requirements.
• You will conduct structured strategy and consulting discussions and guide them towards successful conclusions.
• You will identify additional customer needs and involve suitable specialists on complex topics.
• You will acquire new clients, expand the business volume, and utilise existing relationships to gain new contacts.
• You will maintain your network, actively participate in customer events, and work closely with internal departments.

Requirements and experiences:

• You have completed training as a bank clerk; further education or a degree is desirable.
• You hold a certified qualification in investment advice or will obtain the necessary certification before starting your advisory activities.
• You have several years of successful consulting experience in the sale of financial services and knowledge of the MiFID-compliant consulting process.
• You have in-depth knowledge of investments and financial market developments and practical experience with other financial products.
• You possess excellent customer and service orientation, confident demeanour, communication skills, initiative, and assertiveness.
• You use AI and its potential in sales to increase productivity, optimise processes, and solve business challenges while acting responsibly and critically evaluating AI results.

Benefits:

• Emotional well-being: offers such as counselling in difficult life situations and programmes to promote mental health.
• Physical fitness: offers such as extensive check-up examinations, vaccination offers, and advice on healthy living.
• Social networking: support through the pme family service, fitness centre job, flexible working time models, and programmes to promote 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, and exclusive employee conditions and individual advice from the employee bank.

The position is offered full-time and part-time.