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

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Santander

3mo ago

  • Job
    Full-time
    Junior & Mid Level
  • Customer Relations
    Banking & Finance
  • Quick Apply

AI generated summary

  • You need a banking qualification, solid experience in wealth management, a passion for finance, strong teamwork skills, and the ability to understand and fulfill client needs.
  • You will create tailored investment strategies, advise wealthy clients, build long-term relationships, acquire new customers, and manage risks effectively in banking operations.

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 key responsibilities of a Vermögensberater at the Bankfiliale Köln Altstadt-Nord?

The key responsibilities include creating individual investment strategies tailored to clients' needs, advising existing and potential wealthy clients, building and maintaining long-term customer relationships, and promoting risk awareness within the bank.

What qualifications are required for this position?

Candidates need to have completed an apprenticeship as a bank clerk or a comparable commercial qualification, ideally supplemented with a specific further training as a bank specialist.

What kind of experience is preferred for this role?

The role requires either initial or substantial professional experience in asset investment.

Is teamwork encouraged in this position?

Yes, strong teamwork and close customer contact are essential aspects of the role, along with a commitment to providing professional service.

What benefits does the bank offer for this position?

The benefits include a secure workplace with growth opportunities, a supportive team environment, more than six weeks of vacation, performance-based bonuses, and various additional perks like subsidies for childcare, meal vouchers, and health-related benefits.

How does the bank promote work-life balance?

The bank promotes work-life balance by offering over six weeks of annual leave, options for additional unpaid leave, and flexible working hours to accommodate various personal needs.

Are there opportunities for professional development?

Yes, the bank provides thorough onboarding and various training and development opportunities to enhance employees' skills and careers.

Who should I contact for specific questions about the job?

For specific job-related questions, you can contact Sabine Dichter at +49 (0) 172 2948875.

Who should I contact for general inquiries?

For all other questions, you can reach Barbara Van Rennings at +49 (0) 162 2101677.

How can I apply for the Vermögensberater position?

You can submit your application online through the Santander careers website: www.santander-karriere.de.

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Santander

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.