UmweltBank AG | Germany | 90xxx Nürnberg | Permanent position | Full time / Home office | Published since: 18.03.2026 on stepstone.de
Investment Advisors (m/f/d)
This makes your role as investment advisor: You advise and advise our customers: our products focus on our portfolio. You analyze the individual needs of our customers and develop suitable solutions for them - without individual sales requirements. You accompany the customers until the final implementation of your advice Pre- and post-processing of your customer appointments will be carried out independently. Legitimates...
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Your tasks • Your profile • What we offer
This makes your role as investment advisor: You advise and advise our customers: our products focus on our portfolio. You analyze the individual needs of our customers and develop suitable solutions for them - without individual sales requirements. You accompany the customers until the final implementation of your advice Pre- and post-processing of your customer appointments will be carried out independently. You always have a look at legal changes and new developments and keep your knowledge up to date. You always keep the stock market in mind. People's and business developments that affect this can be seen and explained independently. In case of need, especially for more complex customer requests, you support your team in the daily business. With your ideas, you actively contribute to the further development of our processes and also take into account thematic impacts.
This is what you're doing with:training as a banking businessman (m/w/d) or a comparable qualification with several years of professional experience in financial or banking Experience in investment consulting, or in consulting wealthy customers desirable Joy of customer contact, high communication strength and sovereign appearance You can easily identify customer needs and develop suitable investment concepts Ideally knowledge of BankingWorkspace and agree21 applications Analytical thinking and the ability to penetrate even complex facts Fun on independent and solution-oriented work High level of service orientation, communication strength and openness in a dynamic environment
Location
![]() | UmweltBank AG | |
| 90489 Nürnberg | ||
| Germany |
The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.
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