Advisor for high-net-worth private clients at VerbundVolksbank OWL. Providing comprehensive financial consulting and personalized investment strategies for wealthy individuals and businesses.
Responsibilities
You advise high-net-worth private clients as well as entrepreneurs in their personal capacity across all financial needs, taking into account each client’s individual goals, wishes and circumstances.
You develop tailored strategies and solutions in the areas of investment management, wealth structuring, retirement planning, financing and liquidity management.
You acquire high-quality new clients and strengthen our network within the regional affluent private client segment.
You actively involve specialists and utilize the full breadth of our services and product offerings in the private client business to develop holistic solutions.
You act as a professional point of contact for our bank in the regional market, build sustainable relationships and reinforce our position in Private Banking.
Requirements
Completed banking apprenticeship and several years of market and sales experience in retail client advising, securities advisory or Private Banking
Very good knowledge of investments, securities and financial markets
Confident, reliable demeanor with strong communication and advisory skills
Sales aptitude, negotiation confidence and enjoyment in shaping client relationships
High degree of service orientation, discretion and sense of responsibility
Benefits
A start that leaves no questions unanswered: You will receive an onboarding program tailored to you to make your integration as smooth as possible.
Security: If you value a stable employer who takes responsibility for its employees, you’re in the right place with us!
Our corporate culture: At VerbundVolksbank OWL you will find an appreciative working environment, mutual support and plenty of freedom for your ideas.
Training and development: We support your potential with targeted training opportunities for personal and professional development so you can grow with us.
Work–life balance: We offer flexible working hours, 30 days of vacation and additional days off at Christmas and New Year’s Eve.
Additional benefits: You can expect a range of further advantages such as an attractive pension plan, bike and electronics leasing, on-site or mobile massage services, team events and much more.
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