Asset Advisor - Lannon, WI, United States - Infinity Systems

Infinity Systems

Verified Company

Lannon, WI, United States

2 weeks ago

Posted by:

James Miller

beBee Recruiter

Freelance

Description

As a joint venture between Deutsche Bank and ManpowerGroup, we have been successfully filling vacancies in the banking, finance, and insurance industry 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 professional change and offer you diverse job prospects.

We are currently looking for a
Wealth Advisor (m/f) for our client, a modern and high-performing financial company, at their location in Göppingen.

Your benefits with our client:

Flat hierarchies, short decisionmaking processes
High level of autonomy
Opportunities for further education
Flexible working hours
Retirement benefits
Social benefits
Health management

Your tasks at a glance:

Management of assigned affluent private clients
Needsbased advice and sales of concepts and product solutions
Utilization and implementation of sales campaigns
Active customer approach and sustainable customer retention
Acquisition of new customers and support of the team as a subject matter expert

Your qualifications:

Completed banking apprenticeship with further qualifications or comparable education
Excellent technical and sales knowledge in the broad banking business
Strong sales skills and extensive experience in holistic, systematic, and targeted customer consulting
Proactive and customeroriented attitude
High level of commitment and willingness to quickly familiarize oneself with new tasks
High flexibility and team spirit

Your path to a new job:
The fastest