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Vermögensberater | Bankfiliale Köln Altstadt-Nord (w/m/d)

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Santander

Oct 30, 2024

  • Job
    Full-time
    Junior & Mid Level
  • Sales & Business Development
    Banking & Finance
  • Quick Apply

AI generated summary

  • You need a completed banking apprenticeship or similar, relevant experience in asset management, a passion for finance, strong teamwork skills, and an ability to understand and meet client needs.
  • You will create tailored investment strategies, advise high-net-worth clients, build long-term relationships, and manage risks while promoting various financial products.

Requirements

  • Das Richtige wissen: Abgeschlossene Ausbildung zum/zur Bankkaufmann/-frau oder eine vergleichbare kaufmännische Ausbildung, idealerweise mit einer fachspezifischen Weiterbildung zum/zur Bankfachwirt/-in
  • Das Wichtige können: Erste oder fundierte Berufserfahrung rund um die Vermögensanlage
  • Das Notwendige mitbringen: Interesse an Finanzmarktgeschehen und Freude an starker Teamarbeit, engem Kundenkontakt und professionellem Service
  • Das Besondere haben: Gespür für Menschen und ihre Wünsche, verbunden mit Vertriebsstärke – mit allem, was dazu gehört: Beratung mit Bedarfsanalyse, Empfehlung und Abschluss sowie fortlaufende Betreuung

Responsibilities

  • Bedürfnisse sehen: Erstellung individueller und bedarfsgerechter Anlagestrategien, immer orientiert an der individuellen Lebenssituation unserer vermögenden Kund:innen / Interessent:innen
  • Menschen beraten: Beratung eines bestehenden, finanzstarken und vermögenden Kundenkreises sowie Neukundengewinnung für folgende Produktfelder: Investments, Vermögensverwaltung, Vorsorge und Girokonten/Karten
  • Kundschaft begeistern: Aufbau und Pflege einer langfristigen Kundenbeziehung durch eine regelmäßige Betreuung im Rahmen unserer Vermögensplanung sowie Platzierung individuell passender Zusatzprodukte
  • Risikokultur leben: Kontinuierliche Weiterentwicklung und Erhaltung des Verantwortungsbewusstseins im proaktiven Umgang mit Risiken innerhalb der Bank

FAQs

What are the main responsibilities of a Vermögensberater in this role?

The main responsibilities include creating tailored investment strategies based on clients' needs, advising a wealthy client base, building and maintaining long-term customer relationships, and proactively managing risks within the bank.

What qualifications are required for this position?

A completed training as a bank clerk or a comparable commercial education is required, ideally with further specific training as a banking specialist.

How much experience is expected for applicants?

Applicants should have either initial or substantial professional experience in asset management.

What personal qualities are important for this role?

It is essential to have a strong sense of empathy for clients and their wishes, combined with sales strength, which includes needs analysis, recommendations, closure, and ongoing support.

What kind of career opportunities does this position offer?

This position offers long-term perspectives in a growth-oriented, international company with exciting development opportunities for specialist and management careers.

What benefits are provided to employees?

Employees receive over six weeks of annual vacation, support for work-life balance, a performance bonus, a company pension scheme, subsidies for childcare, meals, fitness memberships, and possible contributions towards tuition fees.

Is there a possibility for part-time work in this role?

Yes, there is a possibility for part-time employment in this position.

Who can I contact for more information about the job?

For specific questions, you can contact Sabine Dichter at +49 (0) 172 2948875. For other inquiries, reach out to Barbara Van Rennings at +49 (0) 162 2101677.

How should I apply for this position?

You can apply online by submitting your application through the Santander career website.

Here to help you prosper

Finance
Industry
10,001+
Employees
1857
Founded Year

Mission & Purpose

Santander is a leading global bank, founded in 1857 and headquartered in Spain, and is one of the largest banks in the world by market capitalisation. It provides a wide range of financial products and services, including personal and corporate banking, wealth management, and insurance. With a strong presence in Europe, Latin America, North America, and Asia, Santander's mission is to help people and businesses prosper by offering customer-centric solutions. Its purpose is to support growth and innovation while fostering responsible banking practices to benefit individuals, businesses, and communities.