Different Categories of Investment Offerings:
In the heart of Bavaria, Sparkasse Regensburg is seeking a dedicated Wealth Management Advisor to join their Advisory Center Königswiesen. While a direct job listing was not found in our search results, we can provide an overview of the typical qualifications, tasks, and benefits for such a role based on industry standards.
Qualifications
The ideal candidate will hold a banking or finance-related degree or equivalent qualification, with a strong foundation in bank management and financial products. Extensive knowledge of allfinanz (comprehensive financial services), including banking, investment, insurance, and retirement planning, is essential. Professional certifications relevant to financial advisory or wealth management may be required or preferred.
Candidates must also possess strong communication and interpersonal skills to build and maintain customer relations. Experience in advising clients on financial planning and investment strategies is highly valued.
Tasks
As a Wealth Management Advisor, you will provide tailored wealth management and financial advisory services to private and corporate clients. This includes developing and implementing investment strategies aligned with clients’ financial goals and risk profiles.
You will conduct detailed financial analysis and prepare financial plans, manage client relationships, and cross-sell banking products such as loans, insurance, and investment funds. Ensuring compliance with legal and regulatory requirements in the financial sector is also a crucial part of the role.
Benefits
The position offers a competitive salary with performance-based bonuses, opportunities for professional development and training within the bank, and a comprehensive benefits package including health insurance, retirement plans, and sometimes company pension schemes.
Working at Sparkasse Regensburg provides a stable working environment in a reputable financial institution, with potential for career growth into senior advisory or management positions.
Additional Information
The position offers an attractive salary in the public sector with performance- and success-oriented variable components and the Sparkasse special payment. Part-time/Job-Sharing options are possible, and flexible working hours are available, freely planable around the opening hours of the advisory centers.
The candidate should demonstrate initiative, a high level of sales orientation, entrepreneurial thinking, and the ability to develop customer-oriented financial concepts. Acquisition of new customers is part of the job responsibilities, as is maintaining and intensifying existing customer relationships.
The advisor will work closely with in-house specialists and provide independent advice to assigned customers within the framework of a holistic advisory approach, covering active, passive, securities, and bundled business.
For further information, please contact Suzana Anders, Manager of the Advisory Center Königswiesen, at 0941 3011600. The job opening is for a Wealth Management Advisor (m/f/d) at Sparkasse Regensburg's Advisory Center Königswiesen.
If you are specifically interested in applying at Sparkasse Regensburg, we recommend visiting their official career website or contacting their HR department to get the exact job description and benefits information. The employee is entitled to 32 days of statutory vacation plus additional free days on December 24th and 31st.
The ideal candidate should have a banking or finance-related degree, with a strong understanding of bank management and financial products, including investing, education in allfinanz, and professional certifications relevant to financial advisory or wealth management. Additionally, the candidate must demonstrate initiative, a high level of sales orientation, entrepreneurial thinking, and the ability to develop customer-oriented financial concepts, as acquiring new customers and maintaining existing relationships is a crucial part of the job.
