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Wealth Management Advisor (m/f/d) Position Available at Sparkasse Regensburg
Sparkasse Regensburg, a reputable public bank in the region, is currently seeking a Wealth Management Advisor to join their Consulting Centers. This role offers diverse training and career opportunities, with flexible working hours that can be planned around the consulting centers' opening hours.
Job Requirements
The ideal candidate should possess relevant financial or banking qualifications, such as a degree in finance, economics, or a certified banking training. Experience in wealth management, private banking, or financial advisory services is highly desirable. A strong knowledge of investment products, financial markets, and client portfolio management is essential.
Excellent communication and interpersonal skills are necessary to build and maintain client relationships. The ability to analyze clients' financial situations and create tailored investment solutions is also crucial. Fluent German language skills are a must, with English being an asset.
Responsibilities
As a Wealth Management Advisor, you will be responsible for acquiring new customers and maintaining existing customer relationships. This includes providing independent advice, developing sales ideas, recognizing customer needs, and coordinating with in-house specialists. You will also be expected to actively implement sales strategies and exploit existing potential.
Benefits
Sparkasse Regensburg typically offers competitive salaries with performance incentives, social benefits supporting work-life balance such as flexible working hours and family-friendly policies, contributions to retirement plans, options for capital-forming payments or company pension schemes, support for continuous professional development, health management programs, and subsidized canteens or fitness offers.
How to Apply
If you are interested in this position, you can contact Christian Liebl, Head of Private Customers and Savings/Insurance, or Josef Simmerl, Head of Private Customers and Media Sales, for more information. Their contact details are provided.
The remuneration includes attractive public sector pay, performance-based and success-oriented variable components, and the Sparkasse special payment. Employees are entitled to 32 days of statutory vacation, plus additional days off on December 24th and 31st. The employer also offers an employer-financed pension scheme and company sports groups for employees.
For the most accurate and detailed information, it is recommended to check Sparkasse Regensburg's official job postings on their careers page or contact their human resources directly. Part-time/Job-sharing is welcome for this position.
- The successful candidate for the Wealth Management Advisor position at Sparkasse Regensburg should have experience in areas like wealth management, private banking, or financial advisory services, and a strong knowledge of investment products, financial markets, and client portfolio management, as well as excellent communication and interpersonal skills.
- As a Wealth Management Advisor at Sparkasse Regensburg, responsibilities include acquiring new customers, maintaining relationships with existing clients, providing independent advice, developing sales ideas, and implementing sales strategies, with the goal of recognizing client needs and coordinating with in-house specialists.
