Asset management consultant - Dotyville, United States - FusionWorks

FusionWorks

Verified Company

Dotyville, United States

1 day ago

Posted by:

Meredith Sinclair

beBee Recruiter

Description

Company Introduction: Your New Employer

Sparkasse Ostprignitz-Ruppin is an established financial institution deeply rooted in the region, known for its commitment to the local community. Since its founding, it has become a trusted partner for individuals, businesses, and organizations seeking financial solutions tailored to their specific needs.

The Sparkasse offers a wide range of financial services to its customers, from personal savings accounts to corporate financing and customized investment strategies. Personalized advice and individual support are of utmost importance to ensure that customers receive the best possible assistance in achieving their financial goals. Smart digital solutions support both the Sparkasse team and customers with online banking.

As a locally rooted bank, Sparkasse understands the needs and challenges of its customers.

Join the 175-year success story at Sparkasse Ostprignitz-Ruppin and start as a wealth advisor for commercial clients.

Here, you can use your financial expertise and customer consulting skills to make a difference - a friendly team is looking forward to having you on board.

Job Description: Exciting Tasks Ahead

As part of the advisory team, you will independently and comprehensively support assigned commercial clients with a focus on wealth building and optimization

You will also advise the individuals behind the respective businesses, for example