Banker as Investment Advisor Securities (#Mensch)

Active securing of the expansion of the associated customer stock and the acquisition of new customers Initiative, needs- and living-situation-oriented customer consultation with the focus on asset management / asset planning Reliable handling of the material handling associated with the consultation, in particular implementation and documentation of consultations in accordance with the legal requirements of WpHG Support for corporate customer service* and the market area in issues related to asset management / asset planning

a successfully completed bank training or a study of BWL / VWL with a focus on finance. Professional experience in customer consulting with focus on asset planning, like from the environment of the cooperative financial group. comprehensive knowledge in the securities and investment business. At best, You have the VR-BeraterPass asset planning or a comparable qualification. Their joy in dealing with people, a pronounced sales orientation, communication strength and a high self-motivation combined with an independent, self-responsive and structured way of working. secure and experienced handling of different IT programs, digital media and the common MS Office applications. your understanding of sustainable work – both in work organisation and the conscious resource transition.

an employer in which you can experience the WIR through mutual assistance. a good balance between professional and private life: flexible working hours, sliding time, release days, support of honorary offices. In coordination with your leadership and team, you may also be able to work on a mobile basis. Lifetime account for the flexible design of your times. an appreciation of corporate culture and cooperation at eye level over all hierarchical levels. a performance-oriented remuneration according to collective agreement, asset-effective benefits, an occupational pension scheme and special rates in insurance for financial and health security. various offers of health care: bike leasing, support for screen workstation glasses or prevention studies. The health of our employees is our heart. Promoting personal and professional training and development opportunities. You can discuss these individually in your annual talk with your manager. free parking available. a successful auditing for current and planned measures for the reconciliation of work and family. a successful qualification as a top company. Good to know The activity is intended for fulltime employment. The location is our bank branch in Barsbüttel. In order to ensure the optimal performance of the body, the qualification should be available to be able to advise securities up to risk class 3. You do not meet all the criteria yet, but are still interested in the job? Talk to us – together we will find a way of development. (*) each #Human – We are firmly behind the principle that all people are welcome to us, both for our staff structure and for our customer diversity. You want to know more about our house and our team? Click on the link of our homepage (We as an employer). .