Wealth Management Advisor

In the Wealth Management department, you will provide comprehensive financial advice to high-net-worth clients.

As a personal advisor, you will combine individual wealth management with a broad range of financial products and services.

Your responsibilities include:

• Managing a portfolio of clients with intensive advisory needs and developing long-term client relationships.
• Providing holistic advice on investments, securities, and other financial products while complying with regulatory requirements.
• Conducting structured strategy and advisory discussions and guiding them towards successful conclusions.
• Identifying additional client needs and involving suitable specialists for complex topics.
• Acquiring new clients, expanding business volume, and utilising existing relationships to gain new contacts.
• Maintaining your network, actively participating in client events, and collaborating closely with internal departments.

Requirements:

• Completed banking training; further education or a degree is desirable.
• Certified qualification in investment advice or commitment to obtaining 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.
• Comprehensive understanding of investments and financial market developments, as well as practical experience with other financial products.
• Proven customer and service orientation, confident demeanour, strong communication skills, initiative, and assertiveness.
• Targeted use of AI and its potential in sales to increase productivity, optimise processes, and solve business challenges.

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: contribution plans for old-age provision, bank services for employees, company bike, or Germany ticket, and exclusive employee conditions and individual advice from the employee bank.

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