Financial Planning Advisor

vor 1 Woche


Attendorn, Nordrhein-Westfalen, Deutschland Sparkasse Attendorn-Lennestadt-Kirchhundem Vollzeit

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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