Vermögensberater (m/w/d)

Contract type

Ongoing

Work mode

Remote · Germany

Experience

3 years

Job description

A wealth advisor role in the private customer segment, providing holistic financial advice and independently managing and acquiring clients.

Provide high-quality, holistic, needs-based advice based on a sound financial concept.
Independently look after assigned clients and develop individual wealth concepts.
Monitor and analyze the income and wealth development of assigned clients.
Develop tailored, individual solutions for clients' financial challenges.
Actively acquire new customers and continuously expand the client portfolio.

Training as a financial or banking business economist or an equivalent sales qualification.
Required reliability and professional expertise in line with applicable supervisory regulations.
Already practices successful, individualized and holistic client advice, ideally supported by a structured financial and investment advisory framework.
Interest in financial instruments as well as in advisory work and client acquisition.
Ability to recognize client needs and develop individual investment and financing concepts.
Self-initiative, above-average commitment, strong communication skills and a confident manner.
Flexibility regarding working hours based on client needs.

Privatkundenbereich

A family-like corporate culture built on trust, team spirit and mutual appreciation.
Individual and sustainable development and training opportunities with full cost coverage.
Flexible working hours and 32 days of vacation, 33 from 2027.
Modern technical equipment, free parking and numerous attractive employee conditions.
Attractive pay with up to 13.8 salaries according to TVöD-S.
Sales bonuses, extensive social benefits, employer-funded company pension and supplementary health insurance.
A secure workplace at a savings bank that thinks sustainably, acts regionally and plans long-term.

A strong, modern savings bank and market leader in its business area.

A savings bank with total assets of 2.7 billion euros and 15 branches, a reliable partner in financial services for many years.

To shape the financial future of the region together every day.