Private Banker / Investment Advisor Corporate Clients (m/f/d)

Company description

Customer advice and sales is your passion? You want to reorientate yourself professionally – best in a respected, sustainable and regionally linked employers? We'll fit together. Be part of our bank, which has been firmly rooted in the attractive region of the Rhein-Erft-Kreise and the Rhein-Kreis Neuss for over 125 years and is a reliable, sustainable partner of our commercial and private customers. As a cooperative bank, we are committed to our customers and members. Their drive is in the foreground for us. Come to our team! We are looking for Senior Account Manager (m/w/d) Date of occupation: from now on or after consultation Working time: Full time Place of use: Elsdorf or Grevenbroich What we offer you: Interesting work tasks in a forward-looking Cooperative Bank A safe workplace with the possibility of personal, professional and professional development A performance-based payment according to the collective agreement, including 13. salary and other financial benefits within the cooperative financial group Possibility of mobile work and flexible working hours Occupational pension More benefits such as a well-founded onboarding, 30 + 2 holiday days (Heiligabend and New Year's Eve), Lifetime account, travel expenses (Germany ticket), service bike leasing and many more Your tasks: You take on the independent, comprehensive and holistic advice and support of corporate clients in all matters of money and investment, incl. Future provision (transfer of assets, foundations and executions of the will) You develop existing customer relationships, actively address customers and recognise potentials for further consulting approaches You support demanding investment and financing talks and help attract new corporate customers You represent private banking in the corporate customer segment and work closely with business offices, consultants and partners What you bring: You have successfully completed banking training, as well as ideally further qualifications e.g. to/from the bank specialist Financial Planner, CFP, CEP or the like Alternatively, you have a degree in economics, business management, banking management, finance management, banking and financial management, or a comparable degree course You bring multi-year experience in the area of private banking or Wealth Management with, ideally with focus on corporate customers You have a well-founded knowledge of securities, asset management, portfolio management and the analysis of asset, liquidity and precautionary situations You have good knowledge of relevant tax, inheritance and precautionary issues and are willing to apply and deepen these in the context of a life cycle-oriented financial planning You have a strong customer and service orientation as well as pleasure in working with demanding entrepreneurs personalities We woke up your interest? For further information, our Head of Individual Customers Daniel von Lüninck (02274-70236 / daniel_von.lueninck@volksbank-erft.de) is at your disposal.

We look forward to your online application with meaningful CV here about our homepage, indicating the possible date of entry.

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