Your role involves providing top-notch advice, building strong relationships, and offering smart solutions. You will advise clients via phone and video calls, focusing on investments, wealth-building, and securities strategies.

Key responsibilities:

• Provide comprehensive advice on investment and wealth management
• Accompany clients holistically in all matters related to their assets
• Identify cross-selling opportunities and actively pursue them
• Collaborate closely with other departments to strengthen our omnichannel approach

Requirements:

• Completed banking training, insurance industry training, or a business economics degree
• Preferably AnsFuG authorization and initial experience in processing securities transactions
• Knowledge of investment advice and basic understanding of securities business across various risk classes
• Strong sales skills and genuine interest in supporting people in financial decisions
• Professional and friendly demeanor, even in digital conversation situations

Why us?

• Work at the pulse of time where advice meets modern digital distribution
• Flexible, location-independent advice via phone and video
• A role with real impact as a contact person for wealth-building and complex financial decisions
• Work with a strong network and benefit from diverse insights and development opportunities
• Growth, responsibility, and team spirit from early on

Benefits:

• Emotional balance through offers like counseling in difficult life situations and mental health promotion
• Physical fitness through check-up examinations, vaccination offers, and healthy lifestyle advice
• Social networking through support programs, fitness center, flexible working hours, and diversity promotion
• Financial security through retirement plans, employee bank services, company bike, and Germany ticket

The position is offered in full-time and part-time.

Job Data by YubHub.