Description
The financial industry is often considered traditional. We see this as an opportunity to rethink consulting – more digitally, flexibly and consistently aligned with the needs of our customers.
As a consultant (m/f/d) in Digital Wealth Management, you will look after your own portfolio of wealthy private customers and advise them holistically – personally, digitally and according to their needs. You will work closely with experienced colleagues, continuously build up your consulting expertise and develop yourself professionally and methodically.
Your tasks
- Holistic advice and support for customers in the wealth management environment
- Personal and digital advice (e.g. video, telephone, online channels) on asset investment, precautionary measures and other financial solutions
- Building and maintaining long-term customer relationships as well as actively winning new customers in the wealth management segment
- Close cooperation within the team as well as with internal specialists
- Preparation and implementation of advisory conversations using the MiFID-compliant advisory process
- Active use of digital tools and participation in the further development of modern advisory approaches
Your profile
- Completed banking training or a business or economics degree or a comparable qualification in the banking, finance or capital market environment
- Experience in advising wealthy customers as well as good knowledge in the area of investments and in the MiFID-compliant advisory process, ideally AnsFuG certification
- Pronounced customer orientation, communication strength and a professional appearance
- Affinity for digital advisory formats and secure application of modern digital tools
- Openness and willingness to learn, to develop yourself professionally and to take on new impulses
What we offer
- A wide range of services that cover all your professional and personal needs
- Offers such as consultation in difficult life situations and offers to promote your mental health
- Comprehensive check-up examinations, vaccination offers and advice on a healthy lifestyle
- Support through the pme family service, fitness center job, flexible working time models and a comprehensive culture of diversity, equal opportunities and participation
- Contribution plans for old-age provision, bank services for employees, company bicycle or Germany ticket