Wealth Advisory (m/w/d) at Berliner Sparkasse

We as Banking Talent recruit and select outstanding candidates for challenging positions in the fields of banking, financial services, wealth management, compliance, risk management, accounting, and treasury. Welcome to your source for top-notch job opportunities.

Tasks

• You are responsible for selling tailored products and services, particularly in the areas of pension provision and securities. You will advise both existing and new customers and conduct in-depth consultation conversations.
• You bring your expertise in investment advisory to bear, analyzing customer needs and designing individual solutions.
• You recognize additional consulting needs, such as those related to real estate, and develop new business opportunities through cross-selling.
• You actively participate in sales activities and campaigns and continuously build customer loyalty.

Qualification

• You are a banking professional (m/w/d) with experience in financial consulting, particularly in the areas of securities and pension provision.
• You are enthusiastic about the holistic advisory approach and have the ability to bind customers and clients long-term.
• You are a communicative personality who excites your conversation partners with your convincing manner.
• You have digital interest and the willingness to accompany customers and clients into the world of modern financial tools.
• You are flexible regarding time and space in your advisory activities.

Benefits

• Flexible working hours & mobile work for an excellent Work-Life-Balance, including additional free days (24.12. and 31.12.) – full-time also possible part-time.
• A attractive remuneration package – 13th salary, pensionable benefits, and further social benefits.
• A guaranteed location in Berlin with optimal transportation links.
• A free giro account and other products with discounts as well as employee offers from strong partners.
• Further benefits: occupational old-age provision, Work-Life-Service of the Fürstenberg Institute, parent-child office, diverse art, culture, and sports offerings, and meal subsidies.

You have a passion for tailored financial consulting and want to apply your knowledge in a challenging environment?

Then join our team as Wealth Advisor (m/w/d) and accompany our customers on their financial journey – both personally and digitally.

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