Advisors to high-net-worth private clients (m/f/d)

Company description

We, at the Volksbank eG Überlingen, actively shape our future. Our members and customers, we support honestly, respectfully and in partnership with achieving their goals - for the good of the entire region. If you share our values and vision, you could be exactly the person we are looking for. Become part of our team!

Your perspective As a consultant or advisor to our wealthy private customers, you take over a fixedly assigned customer stock independently – and expand it in a targeted manner. You are the first respondent for your customers in all financial stages of life and accompany them with wide-sightedness, empathy and sound expertise. Developing on the basis of our holistic, cooperative approach Through structured, demand-oriented analyses, You provide tailor-made solutions that create real and sustainable added value.

Qualifications Completed banking training, complemented by a further training to the banking specialist or a comparable qualification Multiannual experience in the holistic consulting of wealthy private customers, ideally in the cooperative environment Funded product knowledge, in particular in the securities business, as well as interest in continuously developing professionally An open, binding personality that actively approaches people and builds trust A self-responsible working style, paired with safe occurrence and pronounced communication strength

Apply now

Company description

We, at the Volksbank eG Überlingen, actively shape our future. Our members and customers, we support honestly, respectfully and in partnership with achieving their goals - for the good of the entire region. If you share our values and vision, you could be exactly the person we are looking for. Become part of our team!

Your perspective As a consultant or advisor to our wealthy private customers, you take over a fixedly assigned customer stock independently – and expand it in a targeted manner. You are the first respondent for your customers in all financial stages of life and accompany them with wide-sightedness, empathy and sound expertise. Developing on the basis of our holistic, cooperative approach Through structured, demand-oriented analyses, You provide tailor-made solutions that create real and sustainable added value.

Qualifications Completed banking training, complemented by a further training to the banking specialist or a comparable qualification Multiannual experience in the holistic consulting of wealthy private customers, ideally in the cooperative environment Funded product knowledge, in particular in the securities business, as well as interest in continuously developing professionally An open, binding personality that actively approaches people and builds trust A self-responsible working style, paired with safe occurrence and pronounced communication strength

Apply now