Wealth Management Advisor

Job Overview

As a Wealth Management Advisor, you will provide comprehensive financial services to high-net-worth clients. You will serve as a personal contact point, combining individual asset management with a broad range of financial products and services. Your goal is to build long-term client relationships, acquire new clients, and collaborate with specialised departments on complex issues.

Responsibilities

• Manage a portfolio of clients with intensive consulting needs and develop long-term customer relationships.
• Provide holistic advice on investments, securities, and other financial products while complying with regulatory requirements.
• Conduct structured strategy and consulting discussions, guiding them towards successful conclusions.
• Identify additional client needs and involve suitable specialists for complex topics.
• Acquire new clients, expand business volume, and leverage existing relationships to establish contacts.
• Maintain your network, actively participate in client events, and closely collaborate with internal departments.

Requirements

• Completed banking training; further education or a degree is desirable.
• Certified qualification in investment advisory or commitment to obtain the necessary certification before starting advisory activities.
• Several years of successful consulting experience in the distribution of financial services and knowledge of the MiFID-compliant consulting process.
• In-depth knowledge of investments and financial market developments, as well as practical experience with other financial products.
• Demonstrated customer and service orientation, confident demeanour, strong communication skills, self-motivation, and assertiveness.
• Targeted use of AI and its potential in sales to increase productivity, optimise processes, and solve business challenges.

What We Offer

We offer a wide range of benefits that cover all your professional and personal needs.

• Emotional Well-being: Positive attitude helps us cope with everyday challenges – professionally and privately. Take advantage of offers such as counselling in difficult life situations and mental health promotion.
• Physical Health: With offers to maintain your personal health and a conducive work environment, the bank helps you stay physically fit. Benefit from extensive check-up examinations, vaccination offers, and advice on healthy living.
• Social Connection: Exchange with others opens up new perspectives, advances us professionally and personally, and strengthens our self-confidence and well-being. Benefit from offers such as support through the pme family service, the Job fitness centre, flexible working time models, and programmes to promote diversity, equal opportunities, and participation.
• Financial Security: The bank secures your financial future not only during your active career but also provides financial security and supports your flexibility and mobility – whether private or professional. Benefit from offers such as contribution plans for old-age provision, bank services for employees, company bicycles, or the Germany ticket, and utilise exclusive employee conditions and individual advice from the employee bank.

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

For questions about the recruitment process, please contact Evangelia Tseliou: +49 69 910-45463