Financial Planner (m/f) 80–100%

Your tasks

• Support for the lending activities of high-net-worth individuals
• Acquiring Existing Customers for a Fee
• Preparing and Developing Financial Plans
• Oversight of external independent consulting, in the context of financing and client meetings
• Drafting and Managing Contracts Related to Private Individuals
• Tax, Retirement Planning

Your profile

• A point of contact on a motivated, service-oriented team
• Excellent communication skills and the ability to explain complex financial topics in a way that is understandable, simple, and clear to experts
• Negotiation skills are always important to you
• Do you have a very well-structured daily routine? Keep in mind that this is about your environment and its specific needs.

We offer

• Caterer at a bank with a long-standing tradition, at our own self-service touchscreen-based bank
• Let's keep an eye on the drivers; our colleagues need to integrate
• CrediCé: The Ultimate in Individuality
• A structured training program with strong local support
• Interesting financial planning options—and we're here to offer advice and support
• Do you have a very well-structured daily routine? Keep in mind that this is about your environment and its specific needs.