Wealth Advisor Focus on Securities (gn)

Wealth Advisor Focus on Securities (gn)

PS Direct - Job perfectly suited. A job application - an interview - multiple options. PS Direct advises you - you decide.

Let us recommend you and benefit from access to unpublished job offers from our clients. 

We are looking for direct placement.
Your tasks Your main task field is the comprehensive counseling of your own, demanding customer portfolio
You achieve sales success mainly through the sale of wealth-building concepts (such as securities and insurance), by acquiring existing foreign assets and establishing construction financing
You plan your sales activities independently and consistently involve various specialist advisors
You experience the continuous change process as an opportunity and enrich it with your own ideas
You will go through an intensive onboarding program at the beginning to be well-prepared for your tasks
Your skills You have a qualification as a banker or equivalent education
You possess several years of (specialized) advisory experience in the care of high-end customer segments, as well as fundamental knowledge in the insurance industry and basic knowledge in the credit sector
You have a strong digital affinity and enjoy the securities business
You enjoy dealing with people and have a sense for the customer group and their way of thinking
You appreciate further education and training
A confident, poised demeanor, good written and oral expression, initiative, and assertiveness set you apart
And most importantly: You value collaborative teamwork, exchange in the team, and open and respectful communication
You will be offered A modern work environment
A superhero team with genuine team spirit
A real and lived Work-Life-Balance with home office options
Comprehensive health offers
Travel expense allowance

[email protected] Tel. 0221-846909-0 or write to us on Xing anytime!

Please understand that postal applications will not be returned. Your documents and your application data with personal reference will be processed in accordance with the European General Data Protection Regulation (GDPR) and the Federal Data Protection Act (BDSG-new).


This position is between €40,000 and €55,000 per year gross.