Asset Manager - Gretna, FL, United States - Sapphire Technologies

Sapphire Technologies
Sapphire Technologies
Verified Company
Gretna, FL, United States

1 week ago

James Miller

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James Miller

beBee Recruiter
Freelance
Description

Wealth Manager (m/f/d) for Private Clients in Dortmund, Germany:

My client is a cooperatively organized specialized bank, characterized by value-oriented and future-oriented actions. The modern and family-friendly bank has made a name for itself as one of the top employers in Germany.

Become part of this growing, highly specialized team.


Your future responsibilities:


  • As a wealth manager (m/f/d) for our affluent private clients, you will be the strategic support and partner (m/f/d) for your clients in their wealth structure and management
  • You excel in relationship management and are able to connect with clients on various levels of conversation
  • Securities trading is your passion in addition to asset management and fund solutions, individual securities and structured certificates complete your investment universe
  • Sustainable sales success is very important to you and you see it as a natural result of your continuous and professional customer care
  • You also actively accompany your clients after investment decisions and schedule regular appointments to review their wealth status
  • The topic of sustainability is reflected in your consulting approach
  • You recognize needs beyond wealth management early on and support and assist your clients from your role
  • You are familiar with succession planning and the early involvement of potential heirs, and can support your clients in this sensitive matter

What we offer:


  • In addition to a salary based on the collective agreement, you can expect a range of attractive offers and additional benefits
  • Support for professional development
  • Mobile work options
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