Vermögensmanager im Private Banking (m/w/d)
Permanent Employment
Landsberg am Lech
Vermögensmanager im Private Banking (m/w/d)
Was erwartet Sie?
- Sie bauen Ihr Kundenportfolio auf und aus
- Sie beraten ganzheitlich, bedarfsgerecht und nachhaltig im gehobenen Privatkundensegment, für Stiftungen oder institutionelle Anleger
- Sie entwickeln als Ansprechperson unserer Kund:innen ausschließlich an den Kundenbedürfnissen orientierte Anlagevorschläge
- Sie erkennen Kundenpotentiale und beraten auf Augenhöhe mit hoher persönlicher Empathie
- Sie schaffen langfristige Kundenzufriedenheit
Occupational fields
Mitarbeiter Vermögensverwaltung (m/w/d)
Banking / Wealth Management / Investment Management
Finance
Was bieten wir Ihnen?
- 30 Tage Urlaub
- Kostenfreie Getränke
- Ein gutes Gehalt
- Erfolgsabhängige Zusatzvergütungen
- Flexible Arbeitszeiten
- Persönliche Weiterbildung
- Unabhängige Beratung der Kunden (Kein Produktverkauf)
Fair Remuneration
Performance-Related Salary Component
Was sollten Sie mitbringen?
- Sie haben eine abgeschlossene Ausbildung als Bankkauffrau/-mann (m/w/d) mit Weiterbildung im Wertpapierbereich oder ein wirtschaftswissenschaftliches Studium, sowie einschlägige Berufserfahrung im Private Banking
- Sie begeistern sich dafür, Kund:innen fair und partnerschaftlich zu beraten
- Sie freuen sich am Aufbau und an der Pflege von Netzwerken
- Sie haben eine starke regionale Verbundenheit mit guter Vernetzung
At least 6 years of work experience required
Languages
German
Skill set
Kommunikative Kompetenz
Kundenorientierung
Wertpapiergeschäft
Optional
Teamarbeit
About the company
Wir sind ein Unternehmen, das überdurchschnittlich erfolgreich bereits seit 2000 auf dem Markt ist und seine Kunden professionell, kompetent und unabhängig im Bereich Vermögensberatung und Vermögensverwaltung betreut.
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Frequently asked questions
Who or what is Workwise?
Workwise is more than just a job board. We do the recruiting for various companies and support you in the entire application process. Apply for different jobs quickly and easily with your Workwise profile.
Is the job I see still available?
Which documents do I need for my application?
That depends entirely on the job you are applying for. In many cases it is sufficient to upload your PDF resume or fill out your Workwise profile.
Where can I upload my records or documents?
You can upload your application documents in your Workwise profile. These can only be viewed by companies you are applying to.
Why can't I see which company I am applying to?
Can I process my application afterwards?
Yes, this is possible. In your application overview you can view your information and make changes. If you have already been invited to an interview, editing is no longer possible. However, you can still add general information and upload additional documents in your profile.
How do I get news about my application?
In your application overview you have an overview of the application progress at any time. Additionally, we send you emails about the most important status changes.
Can I send several applications at once?
The number of your applications is not limited. An overview of your applications can be found here.
Can other companies see where else I have applied?
Can I also contact the company's contact person directly?
Personal contact is possible via chat as soon as you have been invited for an interview. Before that, you will receive all important status changes by e-mail. If you have any questions, you can contact your personal Candidate Manager:in from Workwise.
I don't think I meet all the requirements. Can I still apply?
What do I have to consider if I am not from Germany?
Please make sure to provide all necessary documents within your Workwise profile. It should include an EU work-permit (if you have no EU citizenship) and a CV at least. Depending on the position you are applying to, you could also be asked for a certificate of enrollment, a transcript of records or a language certificate. We would also recommend to inform yourself thoroughly in advance about visa regulations. Therefore you can use the official visa navigator from the Federal Foreign Office.
What do I have to consider if German is not my mother tongue?
Please take into account the job’s language requirements and make sure the requirements match your skills. In the job search you can use the language filter to find jobs without German language requirements. It is also helpful to provide language certificates. This section in our help center may support you during the application process.
Our job offer Vermögensmanager im Private Banking (m/w/d) sounds promising? We're looking forward to your application.
