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Volksbank Alzey-Worms eG | Germany | Alzey | Permanent position | Full time / Home office | Published since: 23.05.2025 on stepstone.de

Investment Advisor (m/w/d)

Branch: Insurance and financial ser... Branch: Insurance and financial services


JOBV1_EN

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Your tasks • Your profile • What we offer

Company description

The private banking team of the Volksbank Alzey-Worms eG is a strong community at 6 locations with 20 consultants and their assistance. For our wealthy private customers, we are personal and important contact persons for all forms of investment. As one of the largest cooperative banks in Rhineland-Palatinate, we offer you a varied and diverse area of responsibility in asset management at the Alzey site. This is expected They advise holistically and demand-oriented a personally assigned circle of wealthy private customers. You continue to expand and maintain the valuable customer relationships within your customer portfolio. They develop new investment concepts with the involvement of our partners. Your independent, active customer address and the acquisition of new customers complete your area of responsibility. They work in a modern working environment with dynamic changes. They participate in regular learning and development formats and are always up to date. This will bring you They have completed bank training and/or an economic degree. They show enthusiasm for sales and can demonstrate several years of professional experience in asset management as well as expertise as investment advisors (in the sense of the WpHG). You have very good knowledge of capital markets and investment solutions They have a sovereign and safe occurrence. They are open to new ideas and are interested in digital developments. Our promise Individual professional and personal training offers Cooperation with various educational academies Homeoffice possible Work-life balance Flexible working hours within the framework of trust work time Unpaid holiday possible Varied health services (annual budget for health services, gym, various online courses and company doctor) An attractive compensation system (13th monthly salary, participation in succession,...) Occupational pension Special conditions for bank products and insurance Modern workplace environment, own notebook, grant to set up a home office workstation multiple benefits; Business Bike, Job Ticket, IT Leasing ... We look forward to welcoming you!

Do you have questions? Then contact us Christoph Bach, Director Private Banking Telephone: 06731 493-1116 Reinhard Born, Director Private Banking Telephone: 06731 493-1601 Florian Hupp, Head of Private Banking Telephone: 06131 4971-1703

Apply now

Company description

The private banking team of the Volksbank Alzey-Worms eG is a strong community at 6 locations with 20 consultants and their assistance. For our wealthy private customers, we are personal and important contact persons for all forms of investment. As one of the largest cooperative banks in Rhineland-Palatinate, we offer you a varied and diverse area of responsibility in asset management at the Alzey site. This is expected They advise holistically and demand-oriented a personally assigned circle of wealthy private customers. You continue to expand and maintain the valuable customer relationships within your customer portfolio. They develop new investment concepts with the involvement of our partners. Your independent, active customer address and the acquisition of new customers complete your area of responsibility. They work in a modern working environment with dynamic changes. They participate in regular learning and development formats and are always up to date. This will bring you They have completed bank training and/or an economic degree. They show enthusiasm for sales and can demonstrate several years of professional experience in asset management as well as expertise as investment advisors (in the sense of the WpHG). You have very good knowledge of capital markets and investment solutions They have a sovereign and safe occurrence. They are open to new ideas and are interested in digital developments. Our promise Individual professional and personal training offers Cooperation with various educational academies Homeoffice possible Work-life balance Flexible working hours within the framework of trust work time Unpaid holiday possible Varied health services (annual budget for health services, gym, various online courses and company doctor) An attractive compensation system (13th monthly salary, participation in succession,...) Occupational pension Special conditions for bank products and insurance Modern workplace environment, own notebook, grant to set up a home office workstation multiple benefits; Business Bike, Job Ticket, IT Leasing ... We look forward to welcoming you!

Do you have questions? Then contact us Christoph Bach, Director Private Banking Telephone: 06731 493-1116 Reinhard Born, Director Private Banking Telephone: 06731 493-1601 Florian Hupp, Head of Private Banking Telephone: 06131 4971-1703

Apply now JOBV1_EN

Company location

Location

ava Volksbank Alzey-Worms eG
Alzey
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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