Wealth Management Advisor

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

As a personal advisor, you will combine individual wealth management with a broad range of financial products and services, building long-term client relationships, acquiring new clients, and collaborating with specialised departments on complex issues.

Your Responsibilities

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

Your Skills and Experience

• 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, acting responsibly and critically evaluating AI results.

What We Offer

• A wide range of benefits covering all your professional and personal needs.
• Offers to support your emotional well-being, such as counselling in difficult life situations and programmes to promote mental health.
• Comprehensive check-up examinations, vaccination offers, and advice on healthy living to maintain your physical fitness.
• Support through the pme family service, fitness centre job, flexible working time models, and programmes to promote diversity, equal opportunities, and participation.
• Financial security through contribution plans for old-age provision, bank services for employees, company bicycles, or the Germany ticket, as well as 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 Andrea Lehmann: +49 (0) 69 910-47703.