Wealth Management Advisor

Job Overview As a Wealth Management Advisor, you will provide comprehensive financial services to high-net-worth clients. You will serve as a personal contact point, combining individual asset management with a broad range of financial products and services. Your goal is to build long-term client relationships, acquire new clients, and collaborate with specialised departments on complex issues. 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 consulting discussions, guiding them towards successful conclusions. Identify additional client needs and involve suitable specialists for complex topics. Acquire new clients, expand business volume, and leverage existing relationships to establish contacts. Maintain your network, actively participate in client events, and closely collaborate with internal departments. Requirements Completed banking training; further education or a degree is desirable. Certified qualification in investment advisory or commitment to obtain 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. 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, strong communication skills, self-motivation, and assertiveness. Targeted use of AI and its potential in sales to increase productivity, optimise processes, and solve business challenges. What We Offer We offer a wide range of benefits that cover all your professional and personal needs. Emotional Well-being : Positive attitude helps us cope with everyday challenges – professionally and privately. Take advantage of offers such as counselling in difficult life situations and mental health promotion. Physical Health : With offers to maintain your personal health and a conducive work environment, the bank helps you stay physically fit. Benefit from extensive check-up examinations, vaccination offers, and advice on healthy living. Social Connection : Exchange with others opens up new perspectives, advances us professionally and personally, and strengthens our self-confidence and well-being. Benefit from offers such as support through the pme family service, the Job fitness centre, flexible working time models, and programmes to promote diversity, equal opportunities, and participation. Financial Security : The bank secures your financial future not only during your active career but also provides financial security and supports your flexibility and mobility – whether private or professional. Benefit from offers such as contribution plans for old-age provision, bank services for employees, company bicycles, or the Germany ticket, and utilise 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 Evangelia Tseliou: +49 69 910-45463 Job Data by YubHub .