Aktuelle Jobs im Zusammenhang mit Senior Financial Advisor - Duisburg, Nordrhein-Westfalen - Sparkasse Duisburg

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Senior Financial Advisor

vor 2 Monaten

Duisburg, Nordrhein-Westfalen, Deutschland Sparkasse Duisburg Vollzeit

As a dynamic and innovative credit institution, we are committed to excellence in all aspects of our business: for our customers, our employees, and our community.

Join our team at Sparkasse Duisburg and contribute to our mission by providing exceptional financial guidance and support to our clients.

Key Responsibilities:

  • Deliver comprehensive and personalized financial advice to high-net-worth individuals, families, and entrepreneurs, focusing on wealth management and investment strategies.
  • Establish and maintain strong relationships with clients, serving as their primary point of contact and providing tailored financial solutions to meet their unique needs.
  • Identify opportunities to grow our business by promoting bundled financial products and services, such as estate planning and financial planning.
  • Develop and implement effective strategies to acquire and retain high-value clients, leveraging your expertise in financial planning and wealth management.
  • Collaborate with internal teams to deliver exceptional customer service and ensure seamless execution of financial plans.
  • Stay up-to-date with market trends and regulatory requirements, applying your knowledge to provide informed guidance to clients.
  • Utilize your expertise to create customized financial plans that address the unique needs and goals of our high-net-worth clients.
  • Develop and implement effective sales strategies to drive business growth, customer satisfaction, and profitability.
  • Think strategically, with a focus on digital innovation and customer engagement, to drive business results and improve customer experiences.
  • Apply your expertise to identify opportunities for business growth and develop targeted solutions to meet the evolving needs of our clients.
  • Represent Sparkasse Duisburg with professionalism and integrity, upholding the highest standards of customer service and financial expertise.

Requirements:

  • Master's degree in a relevant field, such as finance, business administration, or a related discipline, or equivalent experience.
  • Proven track record of success in financial planning, wealth management, or a related field, with a strong understanding of financial markets and regulatory requirements.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
  • Ability to work in a fast-paced environment, with a strong focus on customer service and business results.
  • Proficiency in financial planning software and tools, with a strong understanding of financial modeling and analysis.
  • Strong business acumen, with a deep understanding of financial markets, regulatory requirements, and industry trends.
  • Ability to work collaboratively as part of a team, with a strong focus on customer service and business results.
  • Excellent time management and organizational skills, with the ability to prioritize tasks and meet deadlines.
  • Strong attention to detail, with a focus on accuracy and quality in all aspects of your work.
  • Ability to maintain confidentiality and handle sensitive information with discretion.
  • Strong communication and presentation skills, with the ability to effectively communicate complex financial information to clients and internal stakeholders.

What We Offer:

  • A dynamic and supportive work environment, with opportunities for professional growth and development.
  • A competitive salary and benefits package, including a comprehensive pension plan and health insurance.
  • Opportunities for career advancement and professional development, with a focus on customer service and business results.
  • A collaborative and inclusive work environment, with a strong focus on teamwork and customer satisfaction.
  • A comprehensive training program, with a focus on financial planning, wealth management, and industry trends.
  • A generous paid time off policy, with a focus on work-life balance and employee well-being.
  • A commitment to diversity, equity, and inclusion, with a focus on creating a welcoming and inclusive work environment.
  • A comprehensive employee assistance program, with a focus on employee well-being and mental health.
  • A commitment to community involvement and social responsibility, with a focus on giving back to the community and promoting social good.