Banker Private Banking with a focus on generation management (m/f/d)

Company description

Start your career Become part of the Volksbank family – regional, strong, forward-looking You're looking for a safe workplace, real development opportunities and a team that holds together? Then you're right with us. As one of Germany's largest cooperative banks with over 1.350 employees, we stand for trust, proximity and competence in our region. We continue to grow and are looking for you as a banking businessman (m/w/d) for our ZELOS Private Banking Department - Focus on Generation Management with headquarters in Dortmund.

Why you are right with us Unlimited employment with attractive remuneration Continuing training opportunities that really keep you Health prevention through various internal offers and cooperations 30 days holiday, additionally free on 24 and 31 December and the possibility of further unpaid release A strong, professional team that welcomes you and supports you

What awaits you Analysis of precautionary requirements, asset simulations and estate situations as well as cooperation in deriving recommendations Preparation of customer appointments and accompaniment of consulting talks with customers from the raised segment with senior generation managers Working with the development and implementation of individual succession, precautionary and foundation strategies Support for wills, pensioners, foundation processes as well as estate and corporate follow-up topics Implementation of tasks within the framework of the execution of the will and structured settlement Close cooperation with internal specialist departments to design holistic, integrated customer solutions Exchange and coordination with external partners (e.g. notaries, tax advisors, lawyers) Participation in acquisitions and network activities and participation in events Participation in the development of services, processes and quality standards in generation management Depending on the state of personal and professional development, there is a prospective ascent to the “Senior Generation Manager (m/w/d)”

That's what you bring Completed banking training, a (accompanying) study or comparable financial training are desirable Complete training as a certified foundation advisor and executor or willingness to further training High affinity for precautionary and follow-up issues and interest in legal and tax bases Experience in customer engagement and customer relationships Ready to work actively and structured in complex topics of generation management Sovereign appearance, communication strength as well as pronounced team orientation and self-initiative Structured, careful working, high willingness to learn and enjoy contact with members Even if the request profile is not yet fully fulfilled, we look forward to your application. Through an individual development plan, targeted incorporation and personal support, we prepare you step by step for the future role in asset management. Why us? For over 125 years we have been at home in the region. We know the people, the companies, the stories – and accompany them with heart blood. With us you don't just work in a bank, but in a community that shapes the future.

Ready to move? Then apply now via our online form. We look forward to meeting you!

Apply now