Junior Berater (d/m/w) Wealth Management

The Junior Advisor (m/f/d) Wealth Management role involves managing a customer portfolio, advising on wealth management, and developing customer competences through regular exchange and close cooperation with experienced team members.

Requirements

• banking apprenticeship or a degree in a relevant field
• experience in customer advice in the private client area
• in-depth knowledge of the MiFID-compliant advisory process and the product range
• good experience in scheduling appointments to exploit customer potential
• customer and service orientation
• teamwork, initiative, and assertiveness

Benefits

• emotionally balanced work environment
• physical fitness support
• social connections
• financial security