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

Company description

For over 130 years, the Volksbank Erft eG has been synonymous with trust, regional unity and lives the idea of a cooperative. With around 270 dedicated employees and a balance sheet total of over 2 billion. We are not only a reliable financial partner in the Rhein-Erft-Kreis and Rhein-Kreis Neuss, but also a modern employer that successfully combines innovation and tradition. We see open corporate culture, flexible working time models, diverse development opportunities and a strong sense of community as our strengths and make us an attractive employer. The digital transformation is changing our world and we actively shape these changes. 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: Bedburg We offer you: Interesting tasks in a forward-looking 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 Flexible working time Occupational pension Other benefits such as a well-founded onboarding, 30 + 2 holiday days (Heiligabend and New Year's Eve), life work time account, travel expenses (Germany Ticket), service bike leasing and many more Your task includes: You take on the independent, comprehensive and holistic advice and support of wealthy private customers in all matters of money and investment, incl. Future provision You develop existing customer relationships, actively address customers and recognise potentials for further consulting approaches You conduct challenging investment and financing talks You represent private banking 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 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?

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

Apply now

Company description

For over 130 years, the Volksbank Erft eG has been synonymous with trust, regional unity and lives the idea of a cooperative. With around 270 dedicated employees and a balance sheet total of over 2 billion. We are not only a reliable financial partner in the Rhein-Erft-Kreis and Rhein-Kreis Neuss, but also a modern employer that successfully combines innovation and tradition. We see open corporate culture, flexible working time models, diverse development opportunities and a strong sense of community as our strengths and make us an attractive employer. The digital transformation is changing our world and we actively shape these changes. 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: Bedburg We offer you: Interesting tasks in a forward-looking 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 Flexible working time Occupational pension Other benefits such as a well-founded onboarding, 30 + 2 holiday days (Heiligabend and New Year's Eve), life work time account, travel expenses (Germany Ticket), service bike leasing and many more Your task includes: You take on the independent, comprehensive and holistic advice and support of wealthy private customers in all matters of money and investment, incl. Future provision You develop existing customer relationships, actively address customers and recognise potentials for further consulting approaches You conduct challenging investment and financing talks You represent private banking 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 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?

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

Apply now