Wealth Management Advisor (m/f/d)

Tasks

As a financial planning assistant, you will be part of our team and will assist the financial planning department with various tasks.

Requirements

For this position, we are looking for someone with:

• Completed banking training or equivalent training with experience in the banking sector
• Knowledge and experience in the investment industry and/or retirement planning
• Excellent and persuasive presentation and consulting skills
• A team-oriented and customer-focused individual

We offer

We offer flexible work arrangements and allow employees to purchase additional weeks of vacation. We value a team-oriented and customer-focused work environment. People are at the heart of everything we do, whether they are customers or employees. We are looking for individuals who are dedicated, competent, responsible, and proactive.