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About the Role
As a Financial Advisor in our Berlin-Frankfurter Allee branch, you will create individual investment strategies tailored to the life situations of our affluent clients and prospects. You will advise existing clients and acquire new ones in investments, wealth management, and retirement planning.
Responsibilities
- Create individual and needs-based investment strategies, always oriented towards the individual life situation of our affluent clients/prospects.
- Advise an existing, financially strong, and affluent client base and acquire new customers for investments, wealth management, retirement planning, and checking/debit card accounts.
- Build and maintain long-term customer relationships through regular support within our wealth planning framework and by offering 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 specialized further training as a bank specialist.
- Initial or sound professional experience in investment management.
- Interest in financial market developments and enjoyment of strong teamwork, close customer contact, and professional service.
- A knack for people and their wishes, combined with sales strength – including needs analysis, recommendation, closing, and ongoing support.
Skills
- Investment strategies
- Wealth management
- Retirement planning
- Customer relationship management
- Sales
- Needs analysis
- Financial market analysis
Location
- Germany
- Berlin-Frankfurter Allee
Work Type
- Full-time
- Part-time
Experience Level
- Entry-level
- Experienced
Education Level
- Bank clerk training
- Comparable commercial apprenticeship
- Bank specialist further training
Salary/Compensations
- Variable salary components
- Annual special payment
- Entry into the collective agreement for branches according to fulfillment of criteria
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
- Company pension scheme through salary conversion
- Special conditions for bank products
- Up to €40 in capital-forming benefits
- Kindergarten subsidy
- Meal allowance
- Gympass subsidy
- Job ticket subsidy
- Annual health voucher
- Corporate Benefits
- Potential participation in tuition fees
- Secure job in a growing, international company
- Exciting development opportunities for specialist and management careers
- Great team spirit
- Comprehensive onboarding
- Diverse training opportunities
About the Company
- Our work touches 140 million lives every day. We achieve this by constantly innovating, sharing our experiences, questioning our methods, and adapting to new challenges. As we continue to reinvent ourselves for the digital age, you will find that even your smallest action will have a massive impact with us. That's the Santander Effect.
Equal Opportunity
- Severely disabled applicants will be given special consideration if they have equal qualifications.