Advisors High Net Worth Clients (m/f/d)

You are responsible for your fixed customer base in the segment of wealthy private customers – with a clear focus on asset, securities business and depot strategies. You are the first contact person and trusting Sparring partner. You analyze the individual life and wealth situations of your customers. Our 360° approach means for you: you take into account financial goals, family situation and perspectives – and develop tailor-made solutions. You advise your customers on investment solutions, portfolios and asset allocation and use modern analysis tools for individual investment recommendations. You will recognize topics related to succession and estate planning at an early stage and work closely with our Private Banking team to develop sustainable solutions. You develop existing customer relationships strategically, maintain potentials and sustainably strengthen the business relationship. Active recommendation is of course for you. You stand for our values and make sustainability an integral part of your advice. This will help you shape the corporate identity of the Evangelical Bank as a leading sustainable bank. You represent the Evangelical Bank sovereignly – both in the personal customer dialogue and in external events and events.

You have a completed training as a bank merchant or a comparable qualification. In addition, you have a well-founded experience in consulting customers in the securities business, in particular in dealing with rendite and risk-oriented investment strategies. Ideally, you already have the Adviser Pass III or an equivalent qualification and advise in this context or are ready to acquire this qualification in a timely manner. You bring comprehensive know-how and practical experience in the care of wealthy customers and are versed in current issues concerning securities, asset structuring and sustainable finance. You have a good business understanding and can safely bring complex relationships into the consultation. You are confident in the dialogue on current market developments and financial issues, and you are able to convince and inspire your customers sustainably through your professional competence and individual advice. You like to work in the team and take responsibility for common goals. You actively contribute and support your team in developing suitable solutions for our customers. You are characterized by a structured, organised way of working and consistently focuses on the needs of your customers. With your personality, radiance and communication strength, you gain the confidence of your customers. You appear binding, cooperative and solution-oriented, and you are confident in challenging situations. You are open to personal and professional development and are entitled to continue your education.

A cooperatively organized special bank, which is characterised by value-oriented and forward-looking action and is recognized as a top company. A safe, challenging, family-friendly and motivating working environment. A professional onboarding including an extensive incorporation phase. Various benefits and measures for work-life balance, such as flexible working hours, mobile work, active company health management, grant to the German ticket, bicycle leasing, family service and much more. A fair remuneration according to the collective agreement of the cooperative banks as well as an occupational pension scheme, asset-effective benefits and special conditions in the context of account management, investment and financing. .