0Investment Advisors - Pension / Investment / Compliance / Foundation (m/f/d)
Deecke Asset Management GmbH | Germany | 68xxx Mannheim | Permanent position | Full time / Home office | Published since: 29.06.2026 on stepstone.de

Investment Advisors - Pension / Investment / Compliance / Foundation (m/f/d)

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


We help people to consistently secure their future and achieve financial freedom. The key to a fulfilled life is neither money nor knowledge. It is the quality of relations with the people with whom we are surrounded. The clients of the Deecke – The financial strategists enjoy a very personal and demanding advice that goes far beyond finance. With the quality of our services we set standards in our industry.

Your tasks • Your profile • What we offer

We help people to consistently secure their future and achieve financial freedom. The key to a fulfilled life is neither money nor knowledge. It is the quality of relations with the people with whom we are surrounded. The clients of the Deecke – The financial strategists enjoy a very personal and demanding advice that goes far beyond finance. With the quality of our services we set standards in our industry. You analyze and optimize insurance portfolios for existing customers:inside and new customers:inside from our trading strategies You develop tailor-made solutions for occupational inability, occupational and private pension schemes and asset protection You advise compliance-compliant You work with our asset management team at holistic customer concepts You maintain an existing portfolio of wealthy private customers:

You have 5+ years of experience in the care of wealthy private customers:inside (from 250,000 euros) You have a successfully completed training as a banking or insurance businessman, financial specialist (IHK) or a comparable qualification (m/w/d) You have comprehensive knowledge in the field of investment, insurance and pensions You have demonstrable successes in the all-finance consulting and knowledge in preventive and follow-up planning You control German in word and writing at C2 level You have knowledge of holding and foundation

Fixed salary: 50,000–60,000 euros + variable remuneration (honorary advice). Through percentage fees related to Assets under Management, you build a high passive income in a few years Total package Year 1: 100,000–120,000 Euro Takeover of an existing customer portfolio of long-term clients:inside International operations possible at our Dubai headquarters Individual training opportunities Certifications (CFP, CIIA) in consultation with the management 30 days leave and occupational pension after the trial period Modern office in the best location of Mannheim with excellent infrastructure Hybrid working model (4 days office, 1 day mobile) Flat hierarchies and direct decision paths

Location

ava Deecke Asset Management GmbH
68159  Mannheim
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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