Personal Financial Counselor providing financial counseling and management services to military members. Responsibilities include coverage in surge situations and leading financial management workshops for families.
About the role
- Advisor for high-net-worth private clients at VerbundVolksbank OWL. Providing comprehensive financial consulting and personalized investment strategies for wealthy individuals and businesses.
Responsibilities
- You advise high-net-worth private clients as well as entrepreneurs in their personal capacity across all financial needs, taking into account each client’s individual goals, wishes and circumstances.
- You develop tailored strategies and solutions in the areas of investment management, wealth structuring, retirement planning, financing and liquidity management.
- You acquire high-quality new clients and strengthen our network within the regional affluent private client segment.
- You actively involve specialists and utilize the full breadth of our services and product offerings in the private client business to develop holistic solutions.
- You act as a professional point of contact for our bank in the regional market, build sustainable relationships and reinforce our position in Private Banking.
Requirements
- Completed banking apprenticeship and several years of market and sales experience in retail client advising, securities advisory or Private Banking
- Very good knowledge of investments, securities and financial markets
- Confident, reliable demeanor with strong communication and advisory skills
- Sales aptitude, negotiation confidence and enjoyment in shaping client relationships
- High degree of service orientation, discretion and sense of responsibility
Benefits
- A start that leaves no questions unanswered: You will receive an onboarding program tailored to you to make your integration as smooth as possible.
- Security: If you value a stable employer who takes responsibility for its employees, you’re in the right place with us!
- Our corporate culture: At VerbundVolksbank OWL you will find an appreciative working environment, mutual support and plenty of freedom for your ideas.
- Training and development: We support your potential with targeted training opportunities for personal and professional development so you can grow with us.
- Work–life balance: We offer flexible working hours, 30 days of vacation and additional days off at Christmas and New Year’s Eve.
- Additional benefits: You can expect a range of further advantages such as an attractive pension plan, bike and electronics leasing, on-site or mobile massage services, team events and much more.
Job title
Job type
Experience level
Salary
Not specified
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Location requirements
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