Wealth Management Advisor

In the Wealth Management department, you will provide comprehensive financial advice to high-net-worth clients. As a personal advisor, you will combine individual wealth management with a broad range of financial products and services. Your responsibilities include: Managing a portfolio of clients with intensive advisory needs and developing long-term client relationships. Providing holistic advice on investments, securities, and other financial products while complying with regulatory requirements. Conducting structured strategy and advisory discussions and guiding them towards successful conclusions. Identifying additional client needs and involving suitable specialists for complex topics. Acquiring new clients, expanding business volume, and utilising existing relationships to gain new contacts. Maintaining your network, actively participating in client events, and collaborating closely with internal departments. Requirements: Completed banking training; further education or a degree is desirable. Certified qualification in investment advice or commitment to obtaining 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. Comprehensive understanding of investments and financial market developments, as well as practical experience with other financial products. Proven customer and service orientation, confident demeanour, strong communication skills, initiative, and assertiveness. Targeted use of AI and its potential in sales to increase productivity, optimise processes, and solve business challenges. Benefits: Emotional well-being: offers such as counselling in difficult life situations and programmes to promote mental health. Physical fitness: offers such as extensive check-up examinations, vaccination offers, and advice on healthy living. Social networking: support through the pme family service, fitness centre job, flexible working time models, and programmes to promote diversity, equal opportunities, and participation. Financial security: contribution plans for old-age provision, bank services for employees, company bike, or Germany ticket, and exclusive employee conditions and individual advice from the employee bank. The position is offered full-time and part-time. Job Data by YubHub .