The aggregate worth of the group's assets and debts
A modern financial institution deeply rooted in the Allgäu region is currently seeking Wealth Management professionals to join their teams in Buchloe, Kaufbeuren, Kempten, and Immenstadt.
Job Overview
In this role, you will provide personalized financial advice and wealth management services to private clients. Your responsibilities will include developing and managing client portfolios, building and maintaining strong client relationships, and collaborating with internal specialists and external partners to offer comprehensive financial solutions.
Key Requirements
To be considered for these positions, you should possess relevant financial qualifications, such as a degree in finance, economics, or certifications such as CFP, CFA. Experience in wealth management, private banking, or financial advisory roles is highly desirable. Strong interpersonal and communication skills are essential for client relationship management. Knowledge of the local market and client needs, aligned with the Allgău region’s economic environment, is also beneficial. Fluency in German is required, with additional languages being a plus. Professional integrity and compliance awareness with financial regulations are essential.
Benefits and Perks
The company offers a range of benefits and perks to its employees. These include team events and company trips, employee discounts, targeted further training opportunities, JobRad and equipment leasing, compensation time, flexible hours, occupational health management, and sports community. Additionally, the role offers an attractive salary, with additional performance-related components amounting to up to two additional monthly salaries. Employer-financed pension provision is available, and paid further training measures within working hours are offered.
How to Apply
If you are interested in these opportunities, please contact Rochus Nickl, Head of Stationary Sales, at 0831 2051-1298 for questions, or Mrs. Elisabeth Weikmann at 0831 2051-6190 or Anja Schwarzler at 0831 2051-1301 for human resources inquiries.
For more specialized sources or official career pages related to wealth management jobs in those towns, feel free to ask. Please note that the search results did not directly provide a specific job description or requirements for these Wealth Management positions in the specified branches. It is recommended to visit the websites of major financial institutions with a strong presence in Allgäu or contact local branch offices directly for precise job information.
Lastly, the company offers 32 days of vacation plus bank holidays (Dec 24th and 31st) and negotiation-safe German in speaking and writing at a C1 level is required. Expansion of existing customer relationships, acquisition of new customers, and active customer approach are your responsibilities. Remuneration details are not provided in this paragraph.
- In the new role, you will provide personalized financial advice and manage client portfolios, with a focus on wealth management, particularly in the areas of personal finance and investment strategy, as part of a modern financial institution based in the Allgäu region.
- To thrive in this position, you'll need relevant financial qualifications, such as a degree in finance, economics, or certifications like CFP or CFA, as well as previous experience in wealth management, private banking, or financial advisory roles. Strong interpersonal and communication skills are critical for building and maintaining strong client relationships, and knowledge of the local market, aligned with the Allgau region's economic environment, is beneficial.
