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Entry into Private Banking / Wealth Management (m/w/d), 80-100%
Job description
Successful completion of a banking/sparkasse training or ongoing/study. Interest in securities, pension planning, real estate and succession planning. German at C2 level (fluent in spoken and written German) In the team, you will work on financial concepts for our customers, from comprehensive retirement plans to deposit analyses and investment concepts. You will support our experienced consultants in developing tailored solutions for private clients, including inheritance tax optimization, pension planning, and wealth management. Your tasks will include: • Developing financial concepts for private clients, taking into account their individual goals and risk profiles. • Conducting deposit analyses and creating investment concepts based on the results. • Supporting experienced consultants in developing tailored solutions for private clients. • Optimizing inheritance tax planning and pension planning for private clients. • Developing comprehensive retirement plans for private clients, taking into account their individual goals and risk profiles. • Conducting regular reviews of financial concepts and investment strategies for private clients. • Maintaining a high level of expertise in the field of private banking and wealth management. Requirements: • Successful completion of a banking/sparkasse training or ongoing/study. • Interest in securities, pension planning, real estate and succession planning. • German at C2 level (fluent in spoken and written German). • Strong analytical and problem-solving skills. • Excellent communication and presentation skills. • Ability to work independently and as part of a team. • High level of expertise in the field of private banking and wealth management. Benefits: • Opportunity to work with experienced consultants and develop your skills in private banking and wealth management. • Comprehensive training program for new employees. • Flexible working hours and remote work options. • Opportunities for professional development and advancement. • A dynamic and supportive team environment.
Required skills
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Company information
- Company
- VZ VermögensZentrum
- Location
-
Deutschland, Baden-Württemberg, Lörrach (Kreis), Lörrach, Tumringen
Germany - Posted
- 6 months ago
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