Consultant Wealth Management - Cale, AR, United States - Stellar Enterprises

Stellar Enterprises

Verified Company

Cale, AR, United States

2 weeks ago

Posted by:

James Miller

beBee Recruiter

Freelance

Description

We are looking for brave future shapers who are committed to taking responsibility and thinking ahead. As a team, we work for and with each other. As a cooperative, our goal is to be a win for all - we shape the future together

The Private Banking & Wealth Management division is looking for you as a Wealth Management Advisor (m/f/d) in part-time (at least 80%) or full-time at our location in Singen.

As a future shaper, you can expect:

Comprehensive advice and systematic support for assigned affluent clients
Coadvising in the securities sector for corporate clients
Acquisition of new clients
Intensification of existing customer relationships
Participation in the further development of the Private Banking & Wealth Management division

We are looking forward to:

Bank clerk training with relevant additional qualifications
Experience in servicing private clients
Acquisition skills, enjoyment of contacts and acquiring new clients
Knowledge of securities and the market
Creativity, organizational and implementation skills
Ability to work independently as well as in a team

Become a future shaper in a strong team now

Our corporate culture is characterized by a relaxed and collegial atmosphere, we maintain a modern dress code 2.0 and stand for flexibility in working hours to balance family and work.

In order to actively shape the future, we rely on innovative business models that go beyond traditional banking.

If you have any questions, we