Advisors to high-net-worth private clients (m/f/d)

Company description

As an independent cooperative bank, we actively shape the future of our region at Volksbank eG Überlingen – honestly, respectfully and in partnership with our members and customers. Are you sharing our values? Then you will be part of our team!

What you are moving with us: As a consultant or advisor to our wealthy private customers, you take over a fixedly assigned customer stock independently – and expand it in a targeted manner. You are the first respondent for your customers in all financial stages of life and accompany them with wide-sightedness, empathy and sound expertise. Developing on the basis of our holistic, cooperative approach Through structured, demand-oriented analyses, You provide tailor-made solutions that create real and sustainable added value.

Take this with you: Completed banking training, complemented by a further training to the banking specialist or a comparable qualification Multiannual experience in the holistic consulting of wealthy private customers, ideally in the cooperative environment Funded product knowledge, in particular in the securities business, as well as interest in continuously developing professionally An open, binding personality that actively approaches people and builds trust A self-responsible working style, paired with safe occurrence and pronounced communication strength

What we offer you: Attractive remuneration by bank rate Flexible working hours / possibility for mobile work Individual training and development opportunities Employee conditions on banking products Free membership in the gym and JobRad A team that keeps together and short decision-making on site You have questions about the position or are uncertain whether your profile fits? Let's talk about it. We look forward to meeting you.

Kathrin Girlanda - Recruiting Telephone: 07551-1930656 kathrin.girlanda@volksbank-ueberlingen.de

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