Wealth Management Specialist

vor 2 Monaten

Weiden, Bayern, Deutschland Sparda-Banken Vollzeit

About the Role

We are seeking a highly skilled and motivated Financial Advisor to join our team at Sparda-Banken in Weiden. As a Financial Advisor, you will be responsible for providing expert advice to our clients on wealth management and investment strategies.

Key Responsibilities

  • Provide personalized and needs-based advice to clients on wealth management and investment products.
  • Work closely with our partners to offer a comprehensive range of financial products and services.
  • Utilize sales processes for investment advice to identify and capitalize on business opportunities.
  • Identify and pursue new business opportunities through proactive relationship management and client engagement.
  • Support the team in sales initiatives and contribute to achieving team goals.

Requirements

  • Hold a degree in banking, finance, or a related field, or equivalent experience in the financial services industry.
  • Possess knowledge and experience in wealth management, investment products, and financial planning.
  • Have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Be able to work independently and as part of a team, with a strong focus on customer satisfaction and business results.
  • Hold a valid driver's license and have a reliable means of transportation.

What We Offer

  • A comprehensive onboarding program to ensure a smooth transition into the role.
  • A competitive salary and benefits package, including a bonus structure and pension plan.
  • A flexible work schedule and opportunities for professional development and growth.
  • A dynamic and supportive work environment with a team of experienced professionals.
  • Access to the latest technology and tools to support your work.

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