Number of staff members within the corporation
In an exciting development, Sparkasse Regensburg, a reputable banking institution in Bavaria, is seeking a Wealth Management Advisor (m/f/d) to join their Advisory Center in Regenstauf. This is a fantastic opportunity for a dedicated professional with a passion for finance and customer service to take on a challenging and rewarding role.
Tasks:
As a Wealth Management Advisor, you will be responsible for providing personalized financial advice and wealth management services to private and business clients. You will develop and manage clients' investment portfolios, offering tailored solutions for asset accumulation, retirement planning, investments, and insurance products. Maintaining strong client relationships and ensuring customer satisfaction will be essential, as will staying updated on financial market developments and product knowledge.
Benefits:
Employment with Sparkasse Regensburg offers numerous benefits. As part of the stable and reputable Sparkassen-Finanzgruppe, you can expect job security, a family-friendly corporate culture, and opportunities for professional development and career advancement within the Sparkassen network. Comprehensive social benefits are also on offer, including pension schemes, health insurance contributions, and performance-related bonuses. Additionally, you will have access to continued training and certifications related to banking and financial advising.
Requirements:
To be considered for this role, you should hold a completed banking apprenticeship (Bankkaufmann/-frau) or a relevant university degree in business, finance, or economics. Ideally, you will also have additional certifications such as Certified Financial Planner (CFP) or financial advisory qualifications. Practical experience in banking, particularly in customer advisory, investment, or wealth management, is highly desirable.
You should possess strong communication and interpersonal skills, good knowledge of financial products, capital markets, and regulatory requirements, a high service orientation, and the ability to work independently and as part of a team. Entrepreneurial thinking, negotiation skills, and a high level of sales orientation are also crucial.
Additional Details:
The position is open to part-time or Job-Sharing arrangements, and flexible working hours are offered, freely planable around the opening hours of the advisory centers. The candidate will provide independent advice to assigned customers within the framework of a holistic advisory approach. You will be expected to develop customer-oriented financial concepts and actively implement sales ideas and strategies.
The application process is ongoing, and you can find more job opportunities on the Sparkasse Regensburg website. The successful candidate will enjoy attractive remuneration in the public sector with performance- and success-oriented variable components and the Sparkasse special payment. Company sports groups are available for employee participation.
For further information, please contact Glen DeWolf, Manager of the Advisory Center Regenstauf, at 0941 3013211. The position requires banking vocational training and further education. Diverse training and career opportunities are available.
If you are looking for a challenging and rewarding role in a stable and reputable banking institution, this Wealth Management Advisor vacancy at Sparkasse Regensburg could be the perfect opportunity for you. Apply today and take the first step towards a successful career in wealth management.
In this role as a Wealth Management Advisor for Sparkasse Regensburg, you will provide personalized financial advice and manage clients' investment portfolios, with the aim of ensuring customer satisfaction (Careers, Education, Finance, Business). Leveraging your strong communication skills and knowledge of financial products, capital markets, and regulatory requirements, you may also take advantage of training and development opportunities within the bank (Careers, Education). Furthermore, you'll benefit from job security, a family-friendly corporate culture, and performance-related bonuses (Benefits).
