Private Banking Berater (m/f/d)

Company description

About us: Regionally anchored, members strong and above all characterized by our around 160 employees: At the Volksbank Filder eG, a reliable and efficient employer awaits you, who evaluates experiences and promotes self-initiative. The partnership thinks and works - because we create success together, like you. At the closest possible time, we offer an additional job as a private banking consultant (m/w/d) in full time. Your main tasks: Preparation and implementation of customer talks Develop customised investment strategies including strategic asset allocation (SAA) Strategy meeting and use of special IT tools for and support on topics such as estate planning and implementation and control of customer succession planning Creating sound investment proposals and their understandable presentation and technical explanation to our customers Implementation of customer loyalty tasks, revitalization of resting customer relationship and new customer acquisition Relationship Manager for all internal and external necessary experts such as foundation advisers, executors, lawyers, notaries and tax advisors Profile: Successfully completed banking training and an economic study as well as the Financial Consultant Good, comprehensive business and economic knowledge and knowledge in all areas of the asset Multi-year professional experience High customer and sales orientation and very good communication skills Practical experience in the care and acquisition of Private Banking customers High levels of readiness, commitment and initiative as well as team skills and strong sales skills We offer: A challenging, interesting and responsible area of responsibility in a dynamic environment. Modern working environment and digital infrastructure Flexible working time, 30 days holiday plus Christmas Eve & New Year's Eve free Possibilities for Mobile Work Compensation with success-related bonus payments, 13th grade, promotion of professional and personal continuing and continuing training Benefits with our partners Team events, business sports, JobRad, massages etc. Grouping: Remuneration group C3, or according to the already existing knowledge and experience

You want a new challenge? Then we look forward to your online application. Kai Schraitle, Tel. 07158 18 18 500, available.

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