Additional offerings
The Kreissparkasse Heilbronn, a leading banking institution in the economically thriving region of Heilbronn, is offering a Wealth Manager (m/f/d) position at their Regional Directorate Bad Friedrichshall P/I, Department Wealth Management.
Tasks for the Wealth Manager role include advising private and corporate clients on wealth management and financial planning, developing tailored investment strategies, and portfolio management. Additionally, the role involves supporting clients in financial asset structuring, retirement provisions, and estate planning, collaborating with other specialists within the bank to offer comprehensive financial solutions, and maintaining and expanding client relationships in the designated region.
Qualifications for the position require professional experience in financial advisory or wealth management, preferably within banking. Candidates should possess strong knowledge of financial products, markets, and portfolio management principles, relevant certifications or educational background in finance, economics, or related fields, customer-oriented communication skills, and the ability to work in a team. Fluency in German and possibly English is essential.
Benefits for the Wealth Manager role include a competitive salary based on the collective agreement for public service (TVöD-Sparkassen), opportunities for professional development and training, part-time or flexible working arrangements, employment at a stable and prestigious financial institution, and social benefits typical for Sparkassen employees (such as pension schemes, health benefits).
For more information or inquiries regarding the Wealth Manager position, please contact Inga Graefenstein, Human Resources Manager, at 07131/638-10407. For inquiries regarding the Regional Directorate Bad Friedrichshall P/I, you can contact Artur Ernst, Head of Regional Directorate, at 07131/638-13382.
The Kreissparkasse Heilbronn offers numerous other job opportunities, and for more information, visit their website. It is advisable to consult their official career portal for precise, current job terms.
The ideal candidate for the Wealth Manager position has successfully completed training as a bank business economist or a comparable qualification, knowledge in comprehensive consulting, outstanding knowledge in securities and investment areas as well as in the planning of complex assets, enjoys sales-oriented consulting, has a confident, reliable appearance and very high customer and service orientation, high initiative and goal orientation.
The Wealth Manager position involves taking over an attractive customer base of wealthy private customers, conducting comprehensive investment and investment-related consultations, building and maintaining a long-term customer relationship, acquiring new customers, exploiting customer potential within the framework of cross-selling approaches, and identifying potential customers for wealth management. A wide range of seminar and further training opportunities are offered.
Additional benefits for the Wealth Manager role include an employer-financed supplementary health insurance including an annual health budget of 400€ and digital health services. The Kreissparkasse Heilbronn is one of the largest and most profitable credit institutions in Baden-Württemberg with a balance sheet total of around 13.7 billion euros and approximately 1,600 employees.
[1] This overview is inferred from the Kreissparkasse Heilbronn general profile and Sparkasse job requirements seen in the region and related financial roles.
- The Wealth Manager at Kreissparkasse Heilbronn will be responsible for advising clients on personal and business finance, including wealth management, investment strategies, and financial planning, while leveraging opportunities for professional development and training.
- Successful candidates for the Wealth Manager position should possess a background in finance, economics, or a related field, have strong customer-oriented communication skills, and enjoy sales-oriented consulting. Additionally, they should have completed banking training, or a comparable qualification, and have exceptional knowledge in securities, investments, and complex asset planning to manage a client base and generate new business.
