Senior Client Advisor Wealth Management (m/f/d)

Your areas of responsibility:

• Professional, independent advisory and support of an existing client portfolio
• Active acquisition of new clients and expansion of existing client relationships and cooperation partners as well as maintenance and further development of your own network
• Co-design and implementation of marketing activities
• Collaboration in various projects in the field of Wealth Management
• Active cooperation with internal and external partners collaboration in various projects in the field of Wealth Management

What we expect from you:

• Commercial basic training, preferably in banking, with further training in banking (FH Banking & Finance, federal diploma financial planner, etc.)
• Several years of sales experience and a proven track record in Wealth Management, preferably in the German market, as well as experience in client acquisition
• High self-motivation, strong willingness to travel and an independent way of working
• Strong communication skills and an acquisition-oriented personality
• Entrepreneurial thinking and action, strong service orientation as well as team spirit
• Ideally an existing network and your own client base

We offer:

• A demanding and independent activity in a rapidly growing company with the opportunity to contribute your own ideas to finding solutions
• Flexible working hours, the possibility of hybrid working contribute to a balanced work-life balance
• Our pension options secure you in the long term
• Through further training opportunities, courses or participation in conferences, you keep your specialist knowledge up to date
• Our health care extends our range of social benefits
• A thorough induction into your future area of work is a matter of course for us

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