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 Job Data by YubHub .