Wealth Management Advisor

Job Overview

As a Wealth Management Advisor, you will provide comprehensive financial services to high-net-worth clients. You will act as a personal contact point, combining individual asset management with a broad range of financial products and services.

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 advisory discussions, guiding them towards successful conclusions.
• Identify additional customer needs and involve suitable specialists for complex topics.
• Acquire new clients, expand business volume, and utilise existing relationships to establish contacts.
• Maintain your network, actively participate in client events, and collaborate closely with internal departments.

Requirements

• Completed banking training; further education or studies are desirable.
• Certified qualification in investment advice or acquisition of the required 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, communication skills, initiative, and assertiveness.
• Targeted use of AI and its potential in sales to increase productivity, optimise processes, and solve business challenges.

Benefits

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

• Emotional well-being: Offers such as counselling in difficult life situations and mental health promotion.
• Physical fitness: Comprehensive check-up examinations, vaccination offers, and healthy lifestyle advice.
• Social networking: Support through the pme family service, fitness centre job, flexible working time models, and diversity promotion programmes.
• Financial security: Contribution plans for old-age provision, bank services for employees, company bike, and Germany ticket.

Additional Information

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

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