A wealth advisor role in a Santander bank branch in Wuppertal, Germany. The position involves creating personalized investment strategies for high-net-worth clients, providing financial advice, and building long-term customer relationships. Ideal for a bank professional with strong sales skills and financial market knowledge.
Primary responsibilities include developing customized investment strategies tailored to individual client needs, advising a wealthy client base on investments, asset management, retirement planning, and banking products. The role focuses on building and maintaining long-term client relationships through regular consultations and proactively identifying suitable additional financial products.
Required experience includes a completed commercial banking qualification or comparable business education, preferably with additional banking specialist certification. Candidates should have initial or substantial professional experience in asset management, strong interest in financial markets, excellent teamwork skills, close customer contact abilities, and a professional service orientation.
The employer offers a secure workplace in a growing international company with exciting career development opportunities, comprehensive onboarding, multiple training programs, excellent work-life balance (over 6 weeks annual leave), competitive compensation including annual bonus, performance-related pay, company pension scheme, and attractive benefits like childcare, meal allowances, gym passes, and health vouchers.
