Senior Client Advisor Wealth Management (m/f/d)

Your Areas of Responsibility:

Professional, independent advice and support of an existing client portfolio
Active acquisition of new clients and expansion of existing client relationships and cooperation partners as well as maintenance and further development of your own network
Co-design and implementation of marketing activities
Participation in various projects in the field of Wealth Management
Active collaboration with internal and external partners in various projects in the field of Wealth Management

Commercial basic training, preferably in banking, with further education in banking (e.g. FH Banking & Finance, federally certified financial planner etc.)
Several years of sales experience and proven track record in Wealth Management, preferably in the German market, as well as experience in client acquisition
High self-motivation, strong willingness to travel and an independent working style
Communicative and acquisition-oriented personality
Entrepreneurial thinking and acting, strong service orientation as well as team spirit
Ideally an existing network and your own client base

A challenging and independent role in a rapidly growing company with the opportunity to contribute your own ideas to problem-solving
Flexible working hours and the possibility of hybrid working contribute to a balanced work-life balance
Our pension provision options secure you in the long term
Through training opportunities, courses or conference participation, you keep your expertise up to date
Our health care expands our range of social benefits
Thorough induction into your future area of work is a matter of course for us