Asset Manager Private Banking (m/f/d)

As an asset manager (m/w/d) and trusted partner/in your customers, you conduct annual asset optimization talks with the aim of strengthening, expanding the customer relationship in a sustainable manner and of binding the entire family to our home, including the following generations. You take over the professional, holistic advice and support of our wealthy private banking customers on all questions of our services. You serve customers with a fixed capacity of 100 TEUR to 1 million. Euro at our house. New customer acquisition completes your demanding task area. You convince with your sympathetic and stylish appearance. You are strong in relationship management and find access to people at different levels of conversation. You actively, independently and trustfully serve your customers. You acquire new assets and new customers and contribute successfully to growth in the private banking sector. You know the special needs of wealthy customers and are committed to their interests. Your top goal is the long-term perspective with your customers and the expansion of the customer connection. You have a very good expertise in investment and asset succession. In doing so, you understand to pick up customers at eye level and reduce complexity. You are convinced of sustainability and consider this as your own understanding in your advice. You like to participate in customer events and are an eloquente/r interlocutor. You are a valued contact person and colleague in the team who likes to support, share knowledge and cooperate with improvements. You are forward-looking and are happy to work in projects and specialist teams.

You will fit us in this position if you bring: In addition to a bank training, You have an optimal qualification to/from the bank specialist, to/from the bank manager or the like. In addition, you have further educated yourself in the area of qualifying assets or asset succession. You convince families with high professional competence in securities business and in all consulting topics. You are very identified with ethically sustainable values and have a high demand to constantly develop in this important topic. You are empathic, customer-oriented and have very good ways of handling. This also expresses you with your stylish clothing style. You act targeted in accordance with the customer's interests. You are open to digital innovations and AI and accompany your customers in the digital transformation. You are flexible in your working time design as well as in the use of all offered sales channels – whether by phone, personal or digital.

In addition to the remuneration, which is governed by the collective agreement for the Volksbanken and Raiffeisenbanken, the KD-Bank offers you a range of attractive offers and additional benefits. We are a special bank, for special customers and with a special culture in which appreciation and humanity is lived. Promoting professional development Mobile work Particularly attractive retirement provision No single target agreements in sales Employer-funded Deutschlandticket JobRad Christian values, environmental sustainability and social commitment, also and especially in our products and services Business community Cultural proximity to church, diacony and social economy