Financial Planning Advisor
vor 1 Woche
About the Role:
We are seeking a dedicated Vorsorge- und Vermögensmanager (m/w/d) to join our team at Sparkasse Attendorn-Lennestadt-Kirchhundem. As a key member of our wealth management team, you will be responsible for supporting our customers in managing their assets and planning for their financial future.
Key Responsibilities:
- Support customers in wealth management and create tailored investment plans
- Analyze customers' financial needs and develop personalized investment strategies
- Build strong relationships with clients and ensure their financial goals are met
Requirements:
- Background in banking or a related field
- Experience in advising affluent clients
- Passion for wealth planning and a strong understanding of financial markets
- Excellent communication and presentation skills
- Strong sense of responsibility and enthusiasm for the role
What We Offer:
A competitive compensation package, including a permanent contract, a performance-based bonus, and various employee benefits. If you are looking for a stable and rewarding career in the financial sector, we invite you to apply for this position.
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