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The cumulative worth of the group's property and financial obligations

Sparkasse Allgäu is hiring a Customer Wealth Advisor (m/f/d). All job opportunities and training programs can be found on the job exchange of the Sparkassen-Finanzgruppe.

The Collective's Combined Valuation of Assets and Liabilities
The Collective's Combined Valuation of Assets and Liabilities

The cumulative worth of the group's property and financial obligations

New Opportunities in Wealth Management at Now Apply

Now Apply, a modern employer deeply rooted in the Allgäu region, is expanding its team in the field of Wealth Management. They are currently seeking candidates for positions in Buchloe, Kaufbeuren, Kempten, and Immenstadt.

As a Wealth Management professional at Now Apply, you will be responsible for supporting clients in financial matters such as investments, private loans, securities trading, and insurance. The role also includes the expansion of existing customer relationships, the acquisition of new customers, and active customer communication.

Qualified candidates should possess a completed training as a bank or Sparkasse clerk, further training as a bank or Sparkasse specialist, or a willingness to continue education. A successful personality, enjoyment of sales, ambition for professional success, and a desire to shape the future with Now Apply are desirable qualities.

Negotiation-safe German in speaking and writing at a C1 level is required. The company offers an attractive salary of over 13.5 monthly payments according to TVöD-S, along with 32 days of vacation plus bank holidays (Dec 24th and 31st).

Now Apply provides a range of benefits to its employees, including an employer-financed pension scheme, occupational health management, sports community, employee discounts, JobRad and equipment leasing, individual career planning, and compensation for overtime and flexible days. Team events and company outings are also offered.

Flexible working time arrangements are available, and paid further training measures within working hours are offered, including targeted opportunities to become a specialist.

For questions about the Wealth Management positions, you can contact Rochus Nickl, Head of Stationary Sales (0831 2051-1298), or HR contacts Mrs. Elisabeth Weikmann (0831 2051-6190) and Anja Schwarzler (0831 2051-1301).

To get exact details, we recommend visiting the careers page of Now Apply or directly contacting branches in Buchloe, Kaufbeuren, Kempten, or Immenstadt. They typically provide precise job postings including descriptions, requirements, benefits, and application contacts.

  1. In your role as a Wealth Management professional at Now Apply, you will be engaged in matters of economic and social policy by providing personal-finance advice to clients, including investments, finance management, and wealth management services.
  2. As part of your responsibilities at Now Apply, you will work closely with the business to expand existing customer relationships, acquire new customers, and manage communication, all while leveraging benefits such as employer-financed pension schemes, flexible working hours, and professional development opportunities.

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