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The Private Banking department of a prominent employer in Mainfranken, Sparkasse Mainfranken Würzburg, is expanding its Wealth Management division. This expansion offers a unique opportunity for a skilled Wealth Manager to join the team and provide comprehensive support to top clients, manage their assets and liquidity, and actively expand the client base.
Based on common industry standards for Wealth Manager roles at German savings banks (Sparkassen), the job description, requirements, and benefits for the Wealth Manager position at Sparkasse Mainfranken Würzburg might include:
Job Description: - Advising high-net-worth clients on wealth management, investment strategies, asset allocation, and financial planning. - Developing and maintaining strong client relationships. - Offering tailored financial products, such as securities, insurance, and real estate investments. - Managing portfolios in line with clients’ risk profiles and goals. - Collaborating with internal teams like credit, compliance, and private banking. - Establishing and actively developing a new client management concept. - Building and representing the company at various events.
Requirements: - A relevant financial education, such as a degree in finance, economics, or business administration. - Several years of experience in wealth or private banking. - Strong knowledge of investment products and financial markets. - Licenses or certifications, such as the Certified Financial Planner (CFP) or European Financial Advisor. - Excellent communication and interpersonal skills. - Fluency in German is usually required. - Proven sales talent in several years of relevant professional experience. - A business economics degree with a focus on banking/finance or a bank apprenticeship, supplemented by a bank/savings bank business economist qualification.
Benefits: - Competitive salary and performance-related bonuses. - Comprehensive social security and pension plans, including excellent coverage through our supplementary pension scheme, company pension scheme, and health management. - Opportunities for professional development and further training. - Employee benefits typical for Sparkasse, including banking services and possibly discounted loans or insurance. - Flexible working hours with the option to work mobile. - Up to 13.8 salaries within the framework of the Sparkasse special payment in the salary group E12 TVöD-S. - 32 days of vacation and paid leave on December 24th and 31st.
Interested candidates can apply online by August 17, 2025. For more specific and authoritative information for the Wealth Manager position at Sparkasse Mainfranken Würzburg, including exact job description, detailed requirements, and offered benefits, it is recommended to consult the official Sparkasse Mainfranken Würzburg careers page or contact their HR department directly. The position is based in Würzburg, and the employer is looking for someone to join its team now.
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