Asset Advisor - Edna, TX, United States - Eclipse Technologies
Description
As the largest German specialist staffing agency in the financial industry, we have been successfully filling vacancies in the banking, finance, and insurance sectors 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 career change and offer you a variety of job prospects.
For our client, an innovative financial institution, we are currently looking for a Wealth Advisor (m/f) at our location in Ulm.
Your benefits with our client:
- Opportunities for further education
- Good worklife balance
- Company pension plan
- Special conditions for products and subsidies for kindergarten, meals, and job tickets
- Possibility to work parttime
Your tasks at a glance:
- Creating individual investment strategies tailored to the needs of clients
- Advising existing financially strong clients and acquiring new clients in areas such as investment, asset management, retirement planning, and checking accounts/cards
- Building and maintaining longterm client relationships
What you bring:
- Completed training as a bank clerk, preferably with further training as a bank specialist
- Indepth knowledge of asset investments
- Interest in financial market developments, strong risk awareness
- Proficient use of modern communication tools is an advantage
- Good sense for people and their desires, as well as sales skills, are required
Your path to a new job:
If you recognize yourself here, we look forward to receiving your meaningful application documents, including your salary expectations and availability, via
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