Asset Advisor - White Plains, KY, United States - Nexus Innovations

Nexus Innovations

Verified Company

White Plains, KY, United States

5 days 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.

For my client, a long-standing, owner-managed asset management company, I am currently looking for a
Wealth Advisor (m/f) to start as soon as possible.

The salary is upwards of €50,000, depending on experience and qualifications.

Your benefits with our client:

Variety in daily work
Modern workplace
Friendly working atmosphere with a collegial environment
30 days of vacation
Possibility of remote work
Internal and external training opportunities

Your responsibilities as a Wealth Advisor (m/f) in Private Banking:

You are responsible for building and maintaining a specialized customer base
You advise your clients on a holistic level with competence from a single source
You analyze the financial situation together with your client and plan asset management and asset building
You identify customer potential and build a longterm partnership

Your qualifications:

Completed training as a bank clerk with further qualification as a financial planner, alternatively you have the necessary qualifications (e.g. bank specialist/bank business administrator)
Several years of experience in advising and supporting wealthy private clients
High commitment, empathetic demeanor