KA
Anlageberater (m/w/d)
Contract type
Ongoing
Work mode
Remote · Germany
Experience
3 years
Job description
An investment advisor role in the private customers division, responsible for independently advising and looking after assigned retail clients with holistic, needs-based consultations.
At a glance
- Employment
- Full-time · Employee (employment agreement)
- Work mode
- Remote · Germany
- Languages
- German
What you'll do
- Independently advise and look after the assigned private customers
- Conduct holistic, needs-based advisory meetings
- Actively contribute yourself and your ideas to the advisory team
- Systematically use the sales channels provided
What we're looking for
- Completed training as a financial or banking specialist (Finanz-/Bankfachwirt) or an equivalent qualification
- Registered with BaFin as an investment advisor in securities business, or previously was
- Experience in individualized, holistic customer advisory based on a structured financial concept
- Ability to recognize customer needs and develop individual investment and financing concepts from them
- Self-initiative, committed, with strong communication skills and a confident manner in advisory
Your team
Privatkundenbereich
Team in the private customers division
Benefits
Sales bonuses, extensive social benefits, employer-funded company pension and employer-funded supplementary health insurance
- A family-like corporate culture built on trust, team spirit and mutual appreciation
- Individual and sustainable development and training opportunities with full cost coverage
- Flexible working hours and 32 days of vacation
- Modern technical equipment, free parking and numerous attractive employee benefits
- Attractive pay with up to 13.8 salaries according to TVöD-S
How to get hired
- 1Apply simply via the button on this page
Apply
About Kreissparkasse Ahrweiler
A strong, modern savings bank and market leader in its business area
A reliable partner in financial services for many years, with around 412 committed colleagues.
Mission
Shaping the financial future of the region together every day
Key facts
- rund 412
- Balance sheet total of 2.7 billion euros
- 15 branches
- Around 412 committed colleagues
What they value
- Trust, team spirit and mutual appreciation
- Thinks sustainably, acts regionally and plans long-term