Vermögensberater | Bankfiliale Heilbronn; w​/m​/d

Vermögensberater | Bankfiliale Heilbronn

Country:
Germany

• Identifying needs:
  Creation of individual and need-based investment strategies, always oriented to the individual life situation of our wealthy clients/prospects
• Advising people:
  Advising an existing, financially strong and wealthy client base as well as acquiring new clients for the following product areas:
  Investments, Asset Management, Retirement Planning, and Current Accounts/Cards
• Enthusing clients:
  Building and maintaining long-term client relationships through regular support in the context of our wealth planning as well as placing individually suitable additional products
• Living the risk culture:
  Continuous development and maintenance of a sense of responsibility in the proactive handling of risks within the bank

• Knowing the right thing:
  Completed training as a banker or a comparable commercial qualification, ideally with a specialist qualification as a bank manager
• Being able to do the important things:
  First or substantial professional experience in the area of wealth management
• Bringing the necessary things:
  Interest in financial market developments and enjoyment of strong teamwork, close customer contact, and professional service
• Having the special things:
  Insight into people and their wishes, combined with sales strength – with everything that goes along with it: consulting with needs analysis, recommendation, and conclusion as well as ongoing support

• Long-term perspectives:
  Secure job in a growth-oriented, international company with exciting development opportunities for specialist and management careers
• Valuable support:
  Great team spirit, extensive onboarding, and diverse training opportunities
• Tangible added value:
  Work-life balance with more than 6 weeks of annual leave (6 weeks vacation + 2 bank holidays + ½ day birthday leave) as well as the possibility of 25 additional days of unpaid leave per year
• Visible performance:
  Annual special payment plus variable salary components, company pension scheme within the framework of salary conversion, special conditions for bank products, up to 40€ in services for productive work, and classification in the collective bargaining agreement for branches in accordance with the fulfillment of the criteria
• Attractive extras:
  Daycare, meal allowance, gym pass, and job ticket subsidy as well as annual health voucher, corporate benefits, and potential participation in study fees
• Fair environment:
  Possibility of part-time employment, severely disabled applicants are given special consideration if equally qualified

For specialist questions, please contact:
Michael Volle + 49 For all other questions, please contact:
Jessica Koppius + 49

We look forward to your compelling application online.