Berater Wealth Management (m/f/d)

With our approximately 90 branches, consulting centers, financial centers, our customer service center and our specialists in real estate, insurance, building savings, securities as well as for all topics relating to the corporate customer business, we are one of the largest circular savings banks in Germany. Currently we employ about 1,400 employees and over 150 trainees. We are not only an innovative financial service provider, but we are also involved in our foundations to a considerable extent for the district Ludwigsburg: economically, ecologically and socially sustainable. The proximity to the local people is important to us. This applies not only to our customers, but also to our employees, whom we offer numerous additional benefits. Convince yourself!

Are you inspiring for consulting demanding and wealthy customers? You want to build long-term customer relationships and develop individual financial solutions? Do you understand yourself as a trusted Sparring partner and accompany your customers with all private asset and financial topics?

Then you are right in our Key Account - Company & Wealth Management department.

As a consultant Wealth Management (m/w/d), you will support wealthy private customers and entrepreneurs with a focus on their private asset situation. In doing so, you work closely with a business customer consultant (m/w/d). While your tandem partner is responsible for the business finance topics, you will accompany your joint customers with all private financial and asset matters. Together you create a holistic consultation from a single source and offer your customers a real added value.

Your job Holistic support and individual consulting of wealthy private customers as well as customers with entrepreneurial background in all private and business asset matters Acquisition of high-income and wealthy customers as well as continuous qualitative expansion and expansion of customer relationships Independent analysis and assessment of the financial customer situation from a holistic perspective and the development of an individual solution oriented to the customer Observation of market and competition developments and recognition of consultancy events Ensuring high consulting quality while maintaining regulatory and sales requirements

Your profile Completion of academic higher education Financial Consultant/European Financial Advisor (EFA) or Certified Financial Planner (CFP) is an advantage Safe and binding appearance, open minded personality and negotiating strength High performance motivation and sound business knowledge as well as analytical skills Embossed customer orientation with the claim to not only meet expectations but to exceed them. Professional experience in advising and supporting wealthy customers Contact strength and a high level of persuasion and team skills

Your Benefits Flexible working time control including “Mobile Work” Compensation within the TVöD parking occupant with about 14 monthly salaries Holiday entitlement of 32 days per calendar year Future-oriented personnel development with attractive training opportunities Above-average occupational pensions (ZVK-Baden-Württemberg) Free allowance for the job ticket (mtl. 40,00 €) Investment services (mtl. 40,00 €) Employer-funded occupational health insurance (bKV) Operational kindergarten and support for kindergarten care Staff restaurant or food vouchers for contract restaurants Numerous business sports and an attractive health management, among other things, thanks to joint corporate fitness with EGYM Wellpass: Sports, Health & Online Fitness Jobrad: Bicycle and e-bike leasing Further benefits for financial products as well as exclusive employee offers on top conditions about ''corporate benefits' Main point in the city centre with direct public transport connection (station can be reached within walking distance)

Did we awaken your interest? Then apply online through our applicant platform.

For further information, please contact Ulrike Müller, Personnel Officer, telephone 07141 148-4114. For further information please visit: www.ksklb.de/karriere