Advisor in Asset Management - Hawthorne, United States - Apex Solutions

Apex Solutions
Apex Solutions
Verified Company
Hawthorne, United States

4 weeks ago

Meredith Sinclair

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Meredith Sinclair

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Description

For generations in the region - we continue to grow

We are the right partner when it comes to your assets, financing, and investments. What makes us so confident? It is our over 230 years of experience in all areas of banking. Due to our constant growth, we are always interested in strengthening our team and are currently looking for a

(Senior) Wealth Management Advisor (m/f/d)

Your responsibilities

  • Addressing potential new clients and continuously building and maintaining customer relationships
  • Comprehensive customer support across all asset classes and services
  • Developing customer needs through a collaborative strategic dialogue, deriving a suitable concept, and implementing it individually while considering the bank's regulatory requirements

Your profile, you possess...

  • A successfully completed banking apprenticeship and ideally further qualifications
  • Experience in managing and advising demanding clients on complex wealth matters
  • Solid knowledge of all MiFID II regulations
  • Holistic, analytical, and interconnected thinking, as well as good problem-solving and project management skills in complex customer situations

We offer:

  • Flexible working hours and birthday bonus
  • Company pension scheme and employer contributions to savings plans
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