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Wealth Advisor (w/m/d)
Job description
With a balance sheet total of around 13.7 billion euros and approximately 1,600 employees, the Kreissparkasse Heilbronn is one of the largest and most profitable credit institutions in Baden-Württemberg. As market leader in both corporate and private customer business in the economically thriving region of Heilbronn, we are seeking reinforcement for our wealth advisory services at locations in Heilbronn, Lauffen, Neckarsulm, and Weinsberg on a full-time or part-time basis. Tasks: Taking over an attractive portfolio of existing customers; Developing and implementing individualized investment strategies; Providing comprehensive financial planning and advice; Identifying and exploiting new business opportunities; Maintaining and expanding customer relationships; Collaborating with other departments to achieve common goals. Requirements: University degree in economics, finance, or a related field; Several years of experience in the financial industry; Excellent knowledge of capital market products and instruments; Strong analytical and communication skills; Ability to work independently and as part of a team; Proficiency in MS Office applications. Benefits: Flexible working hours; Comprehensive training and further education opportunities; Modern working environment with state-of-the-art technology; Attractive remuneration package; Opportunities for professional development and advancement. We look forward to receiving your application, including your CV and a cover letter explaining why you are the ideal candidate for this role.
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Company information
- Company
- Kreissparkasse Heilbronn
- Location
-
Deutschland, Baden-Württemberg, Heilbronn (Kreis), Heilbronn
Germany - Posted
- 6 months ago
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