Our company, Personal Direkt Management GmbH, is seeking a seasoned Financial Services Advisor to expand our market presence and client base in the affluent client segment.

• Provide comprehensive financial planning and wealth management advice to high-net-worth clients
• Enhance relationships with top-tier clients and acquire new affluent clients in investment and deposit business
• Analyze financial situations and propose customized investment strategies
• Expand customer base in the affluent client segment
• Create tailored investment concepts and asset allocation plans
• Support clients in accessing specialized financial services
• Implement our company's vision in the market
• Represent our company at customer events within the region

• Completed training as a Bank Clerk and experience as a Private Client Advisor with relevant certifications
• Affinity for new media and openness to digital customer engagement
• Customer-oriented with strong service orientation
• Confident, structured, and independent work style
• Sales passion with focus on revenue and closing

• Competitive compensation with attractive benefits
• 13th-month salary plus variable bonus
• €40 towards assets and company pension scheme
• 30 days of annual leave
• Permanent position at a modern workplace
• Interesting and varied responsibilities
• Training and development opportunities
• Public transportation subsidy

What We Offer:

As a Financial Services Advisor at Personal Direkt Management GmbH, you will have the opportunity to work with a dynamic team and contribute to the growth of our company. We offer a competitive compensation package, opportunities for professional development, and a collaborative work environment.