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About the Role

This role involves creating individual investment strategies tailored to the life situations of affluent clients and prospects. You will advise existing high-net-worth clients and acquire new ones in the areas of investments, asset management, retirement planning, and current accounts/cards. Building and maintaining long-term client relationships through regular wealth planning and offering suitable additional products is key. You will also foster a culture of risk awareness and responsibility in proactive risk management within the bank.

Responsibilities

Create individual and needs-based investment strategies, oriented towards the individual life situation of our affluent clients/prospects.
Advise an existing, financially strong, and affluent client base, and acquire new clients for the following product areas: 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 proactive risk management within the bank.

Requirements

Completed training as a bank clerk or comparable commercial training, ideally with specialized further training as a bank specialist.
Initial or well-founded professional experience in asset management.
Interest in financial market developments.
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
Asset management
Retirement planning
Current accounts/cards
Customer relationship management
Risk management
Sales
Needs analysis
Financial market analysis

Location

Berlin-Zehlendorf, Germany

Work Type

Full-time

Experience Level

Entry level
Experienced

Education Level

Bank clerk training
Comparable commercial training
Bank specialist further training

Salary/Compensations

Variable salary components
Annual special payment
Company pension scheme
Up to €40 in capital-forming benefits
Collective agreement for branches

Benefits

Secure job in a growing, international company
Development opportunities for specialist and management careers
Great team spirit
Extensive onboarding
Diverse further training opportunities
Work-life balance with over 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
Part-time employment possible
Preference for severely disabled applicants with equal qualifications

About the Company

Growing, international company

Equal Opportunity

Severely disabled applicants will be given special consideration with equal qualifications.