Wealth Management Advisor

We are seeking a Wealth Management Advisor to join our Private Customers Bank team in Heilbronn. As a Wealth Management Advisor, you will be responsible for managing and advising high-net-worth clients on investment solutions.

Responsibilities:

• Accompany the exploitation of existing customer relationships in core products, including DPM, traditional advisory business, and advisory mandates
• Professionally manage client assets in investment business, including:
• Managing asset structure and risk management
• Advising on further investment solutions, including active approach and concrete implementation of individual titles
• Managing Personal Strategy Portfolios in accordance with the WM CIO View and WM Investment Universe
• Work closely with our Client Service Team (CST) to support existing customer relationships and acquire new customers
• Optimize customer loyalty and satisfaction in existing customer relationships and continuously develop advisory and service quality and risk management
• Promote achieving business goals, focusing on performance and risk responsibility for managed investments and profitable expansion of managed customer relationships
• Comply with process and guideline requirements as well as operational excellence within your area of responsibility

Requirements:

• University degree and/or comparable education and relevant further training (e.g., bank academy)
• Certified investment advisor with relevant documentation or ensuring certification before starting advisory activities
• Several years of experience in banking and securities business in customer service, acquisition experience, and good knowledge of WM products and services
• High sense of responsibility when dealing with important bank customers and associated reputation risks
• Team-oriented, with access to a broad internal and external network and willingness to travel
• Verifiable German and English language skills

What we offer:

• Comprehensive range of benefits covering professional and personal needs
• Various programs for mental health, physical fitness, and social networking
• Financial security through contribution plans for retirement, employee benefits, and company services

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