Asset Advisor - Edna, TX, United States - Eclipse Technologies

Eclipse Technologies

Verified Company

Edna, TX, United States

2 days ago

Posted by:

James Miller

beBee Recruiter

Freelance

Description

As the largest German specialist staffing agency in the financial industry, we have been successfully filling vacancies in the banking, finance, and insurance sectors since 1998.

We create connections and are well-connected within this specialized industry.

Benefit from our network We support you in your desire for a career change and offer you a variety of job prospects.

For our client, an innovative financial institution, we are currently looking for a Wealth Advisor (m/f) at our location in Ulm.

Your benefits with our client:

Opportunities for further education
Good worklife balance
Company pension plan
Special conditions for products and subsidies for kindergarten, meals, and job tickets
Possibility to work parttime

Your tasks at a glance:

Creating individual investment strategies tailored to the needs of clients
Advising existing financially strong clients and acquiring new clients in areas such as investment, asset management, retirement planning, and checking accounts/cards
Building and maintaining longterm client relationships

What you bring:

Completed training as a bank clerk, preferably with further training as a bank specialist
Indepth knowledge of asset investments
Interest in financial market developments, strong risk awareness
Proficient use of modern communication tools is an advantage
Good sense for people and their desires, as well as sales skills, are required

Your path to a new job:
If you recognize yourself here, we look forward to receiving your meaningful application documents, including your salary expectations and availability, via