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Santander BankPosted 1 month ago

Vermögensberater I Bankfiliale Berlin-Zehlendorf (m/w/d)

On-siteBerlin, State of Berlin, Germany

Full TimeLargeFINANCE

Job Summary

Develop individual investment strategies tailored to clients' life situations and manage a portfolio of existing wealth customers while acquiring new leads in investments, wealth management, and savings products. Build long-term relationships through regular account servicing and placement of suitable additional products, maintaining a proactive risk culture. Conduct needs analysis, recommendations, and contract closures with a focus on professional service and team collaboration. Requires a bank sales qualification and experience in asset management, offering a permanent role with comprehensive benefits including extended vacation, variable pay, and childcare subsidies.

Required Qualifications

  • Abgeschlossene Ausbildung zum/zur Bankkaufmann/-frau oder eine vergleichbare kaufmännische Ausbildung
  • Erste oder fundierte Berufserfahrung rund um die Vermögensanlage
  • Interesse an Finanzmarktgeschehen
  • Freude an starker Teamarbeit
  • engem Kundenkontakt
  • professionellem Service
  • Gespür für Menschen und ihre Wünsche
  • Vertriebsstärke
  • Beratung mit Bedarfsanalyse
  • Empfehlung
  • Abschluss
  • fortlaufende Betreuung

Desired Qualifications

  • idealerweise mit einer fachspezifischen Weiterbildung zum/zur Bankfachwirt/-in

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