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About the Role

As a Financial Advisor in our Berlin-Schönhauser Allee branch, you will create individual investment strategies tailored to the life situations of our wealthy clients and prospects. You will advise a financially strong and affluent client base, acquire new clients, and build long-term customer relationships through regular wealth planning and product placement.

Responsibilities

• Create individual and needs-based investment strategies, always oriented towards the individual life situation of our wealthy clients/prospects.
• Advise an existing, financially strong, and affluent client base and acquire new clients for investments, asset management, retirement planning, and current accounts/cards.
• Build and maintain long-term customer relationships through regular wealth planning support and placement of individually suitable additional products.
• Continuously develop and maintain a sense of responsibility in proactively managing risks within the bank.

Requirements

• Completed training as a bank clerk or a comparable commercial apprenticeship, ideally with further specialized training as a bank specialist.
• Initial or sound professional experience in asset management.
• Interest in financial market developments.
• Enjoy strong teamwork, close customer contact, and professional service.
• A feel for people and their wishes, combined with sales strength, including needs analysis, recommendation, closing, and ongoing support.

Skills

• Investment strategies
• Asset management
• Retirement planning
• Customer relationship management
• Sales
• Needs analysis
• Financial market analysis

Location

• Berlin-Schönhauser Allee, Germany

Work Type

• Full-time
• Part-time

Experience Level

• Entry-level
• Experienced

Education Level

• Bank clerk training
• Comparable commercial apprenticeship
• Bank specialist further training (ideal)

Salary/Compensations

• Annual special payment plus variable salary components
• Company pension scheme
• Up to €40 in capital-forming benefits
• Classification according to the collective agreement for branches

Benefits

• More than 6 weeks of annual leave (6 weeks vacation + 2 bank holidays + ½ day birthday off)
• Option for 25 additional days of unpaid leave per year
• Special conditions for bank products
• Kindergarten subsidy
• Meal allowance subsidy
• Gympass subsidy
• Job ticket subsidy
• Annual health voucher
• Corporate Benefits
• Potential participation in tuition fees

About the Company

• Our work touches 140 million lives every day.
• We are always innovating, sharing our experiences, questioning how we do things, and adapting to new challenges.
• We are reinventing ourselves for the digital age.
• Your smallest action will have a massive impact.

Equal Opportunity

• Disabled applicants will be given special consideration if they have the same qualifications.