Investment Advisor Private Clients (m/f/d)

Company description

Welcome to the VR Bank in Holstein! Become part of our dedicated team of around 450 employees in 20 branches. We place great emphasis on individual advice and customer proximity for our 120,000 customers. As one of the largest employers in the region, we offer you modern staff development and individual training opportunities. Design the future of VR Bank in Holstein with us! We are looking for you to strengthen our team as: Account Manager (m/w/d)

You can expect: Attractive remuneration: In addition to a tariff compensation with 13 salaries, 30 fixed holiday days, one day special holidays and two additional free days (24.12. and 31.12.) we offer you the opportunity to convert by vacation instead of money up to 6 additional holiday days. In addition, you can look forward to many additional benefits, such as occupational pensions, free accident insurance, job leasing, job ticket and free employee account. Flexible working hours Through gliding time and sliding days as well as the possibility of mobile work, we allow you to create a flexible working time. Team and corporate culture: communication, trust, change and appreciation are active elements in our cooperation. The collaboration in a motivated team with a varied activity as well as a variety of ways to bring your own ideas together continues to contribute to a good team collaboration. Onboarding & Learning: A structured onboarding and individual training offers accompany you on your way to us. Modern offices: A modern and attractive workplace with own laptop with headset as well as free drinks are of course with us. Operational health management: We promote your health through investigations such as skin screening, eye examination, training in dealing with stress and more and offer you additional support in health issues in the professional and private sector through cooperation with the Fürstenberg Institute, BetterDoc and Medgate. These are your tasks: Holistic support and advice of customers in the area of asset consulting Private customers and specialized in the consulting topic Development of customer solutions based on individual need structure and private life phase Advising the associated customers in questions of the complete range of services, in particular in the field of investment including depot structure analysis Secure and expand your own customer base Creating new customers through recommendations from your satisfied customers Customer advice on the use of electronic banking services Detection of financial needs and cross-selling potentials Transfer from customers to partners or, if necessary, to a new target group segment Documentation of the activities and results of the WpHG-relevant consultations based on current case law Presentation of the bank in the public, especially at customer events for wealthy customers We wish you: Senior Account Manager (m/w/d), Senior Account Manager (m/w/d) Adviser qualification according to WpHG (VR-VermögensPlaner) Senior Consultant (m/w/d) Special knowledge of securities business Knowledge of all banking and composite products Communication strength, commitment, willingness to deploy and enforcement, confident and friendly appearance

Could we please you? Send us your application. For this, your CV is sufficient with information on the earliest possible entry date as well as your salary presentation. Simon Eschweiler (tel.: (tel.: 04101/501-1145) is available for further questions. The confidential treatment of your application is obvious to us. We look forward to your application!

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