Affluent Private Client Advisor

Your tasks

• Building long-term trust and protecting assets during a generational transition
• Selling standardized products and services in the areas of money transfers, investments, retirement planning, and real estate financing
• Performing challenging on-call duties and participating in customer events
• Opportunity to take on training responsibilities or advance to a specialist role in the areas of financial planning, female investors, female specialists—or “Fund Women”
• Participate in and contribute to internal projects

Your profile

• Banking training or equivalent training
• Completed or ongoing continuing education, e.g., Certified Financial Planner (CFP), Bachelor's degree in Banking & Finance, etc.
• Several years of experience serving high-net-worth private clients, with in-depth knowledge of the financial services industry
• An affinity for and enjoyment of using digital products and technologies in the consulting process
• You’ll stand out thanks to your ability to work well with others, your openness, and your willingness to adapt to change.
• Your empathetic, authentic, and emotional nature leads to a positive customer experience in all situations.

Our offer

• We place a high priority on mutual support, team spirit, and working independently
• Take over an exciting and well-managed client portfolio with many lucrative new business opportunities and opportunities for joint growth, such as developing a personal development plan and receiving support through a mentoring program
• Access to internal and external networks and mentoring programs (e.g., Queers & Peers, Fondsfrauen membership, the "Mensch" network, and others).
• An attractive overall package with a wide range of additional benefits and perks, from A for retirement planning to Z for zoo tickets