Wealth Management Advisor

In the Wealth Management department, you will provide comprehensive financial services 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 client relationships, acquire new clients, and collaborate with specialised departments on complex issues.

Responsibilities:

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

Requirements:

• 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 demonstrate pronounced 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 responsibly.

Benefits:

• We offer a wide range of services that cover all your professional and personal needs.
• Our benefits include support for mental health, physical fitness, social networking, and financial security.