Senior Wealth Manager (f/m/d)

Become part of our team!

Success arises where competence meets true proximity. As a regionally anchored and independent cooperative bank, we sustainably accompany our customers on their financial journey with personal advice and modern financial solutions.

Our seven-member wealth management team manages demanding client portfolios in an economically strong and attractive market area and actively shapes the successful further development of our investment and pension business.

To strengthen our team, we are looking for an experienced personality with a passion for wealth management and the ambition to sustainably develop client relationships, starting immediately or by arrangement.

Application questions instead of cover letters

Share

What awaits you? ##

• You manage and develop your own client portfolio of high-net-worth private clients and accompany them in all financial life situations.
• You recognize potentials in the areas of investing, pension, and financing and develop needs-based solutions from them.
• You actively acquire new customers, maintain your network, and represent the bank at events and client functions.
• You observe developments in the financial markets and specifically contribute your expertise to advisory and internal knowledge transfer.
• You work together across departments and actively help shape the further development of our investment and pension business.

What do you bring with you? ##

• Several years of professional experience in the holistic advisory of high-net-worth private clients
• Sound specialist knowledge in the areas of investing, pension, and financing
• Banking professional training/further education at tertiary level
• Strong customer and service orientation as well as joy in building long-term client relationships
• Winning personality with high initiative, entrepreneurial thinking, and a confident appearance