Banks and Insurance Jobs is looking for a Vermögensmanager (gn) to join our client’s team!
Requirements
Banking specialist* or equivalent training/experience (*banking business economist desirable)
Desirable: Insurance specialist or pension seller or many years of experience in the insurance business
Expertise IKB I according to. WpHG-MaAnzV
Several years of successful experience in customer service and negotiation skills
High performance and sales orientation as well as a safe and agile demeanor
Commitment and initiative, especially in customer contact; willingness to attend customer appointments even outside of normal business hours
Tasks & Responsibilities
Active support of named co-supervised business and commercial customers* as well as doctors* and other freelancers
Personal initiative and active approach and advice in the areas of asset building and optimization within the defined target product range
Independent new customer acquisition
Active cooperation and continuous exchange of information with business and commercial customer advisors*
Representation in the context of customer events or internal events
Performance of quality and yield responsibility in compliance with legal and procedural standards
Core Benefits
Attractive compensation: We value you and your work performance!
We offer you up to 13.8 months’ salary. In addition, you can expect a variety of attractive additional benefits such as company pension plans, capital-forming benefits, subsidies for the Deutschlandticket, bicycle leasing, and many more
Continuing education and development: Your professional and personal development is our priority! Use our extensive continuing education budget to advance your career and complete the continuing education program you are passionate about.
Health promotion: Your health is important to us!
Benefit from the offers of our company health management, attend exciting health lectures, become part of our company sports community or use our health budget iHv 400€/year!
Work-life balance: Your work-life balance is important to us!
You can make your working hours flexible with us and benefit from the advantages of mobile working. With 32 days of vacation and the additional days off on Christmas Eve and New Year’s Eve, we can balance things out enough!
Heart and soul: Get involved with your ideas!
Participate in exciting projects to further establish us as an employer in the banking world.
Corporate Benefits
In addition to our employee terms and conditions on our savings bank products, you can also take advantage of exclusive employee offers at top terms through “corporate benefits” – employee discounts at over 1,500 online shops.
Required Experience
min. 3 years of experience