The overall worth of the collective's possessions is equal to the worth of their possessions, combined with the total worth of their possessions.
The Private Banking department of Sparkasse Regensburg is on the hunt for a seasoned Wealth Manager to join their team. This exciting opportunity is open to individuals with a passion for wealth management and a knack for advising clients on their financial futures.
The successful candidate will act as the first point of contact for corporate clients, handling all queries and discussions related to their private finances. This role involves providing comprehensive advice within the framework of the corporate financial concept, with a focus on wealth management and optimization, as well as individual provision, deposits, payments, and liquidity.
In this role, you'll collaborate with the responsible commercial, corporate, and healthcare professionals, ensuring a holistic approach to financial planning. You'll also be responsible for constructing, monitoring, and adjusting investment portfolios tailored to clients’ financial goals and risk profiles.
To succeed in this role, you'll need excellent communication skills, a confident appearance, and convincing negotiation skills. You should also have in-depth expertise in capital/financial markets and future-proofed provision concepts. A bank-specific further education, sound knowledge, and a broad range of experience in wealth management and tax issues are essential.
Entrepreneurial thinking, analytical skills, and enthusiasm for innovative and creative financial concepts are highly valued. You should also possess a strong interest in and broad and in-depth knowledge of economic and business-related issues. A high degree of sales orientation and excellent acquisition skills are also crucial.
The position offers an attractive salary in the public sector with performance- and success-oriented variable components and the Sparkasse special payment. Flexible working hours and job-sharing are also possible.
Company sports groups, an employer-financed pension scheme, and a mobile office are just a few of the benefits you'll enjoy as part of the Sparkasse Regensburg team.
If you're ready to take the next step in your career and make a difference in the lives of corporate clients, don't hesitate to get in touch. Matthias Haneder can be contacted at 0941 3011190 for questions in advance.
For the most precise and up-to-date information regarding the official job description and qualifications for this position, please consult Sparkasse Regensburg's official careers site or contact their HR department.
Job Description for Wealth Manager in Private Banking at Sparkasse Regensburg:
- Client Advisory: Provide personalized wealth management and financial planning services to high-net-worth private clients.
- Portfolio Management: Construct, monitor, and adjust investment portfolios tailored to clients’ financial goals and risk profiles.
- Product Sales: Offer banking products including investment funds, securities, insurance, and credit solutions.
- Relationship Management: Develop and maintain long-term client relationships, including regular reviews and proactive advice.
- Compliance: Ensure adherence to regulatory requirements and internal policies especially related to investment and financial advice.
- Networking & Business Development: Represent the Sparkasse in the region to attract and retain clients and build a strong referral network.
Qualifications:
- Education and Training: Completed bank apprenticeship (Bankkaufmann/-frau) or similar financial qualification; preferably further training such as Bankfachwirt (bank specialist) or a degree in business/economics, finance, or a related field.
- Experience: Several years of experience in private banking, wealth management, or related financial advisory roles.
- Skills: Strong advisory and sales skills, customer orientation, market knowledge, and understanding of investment products.
- Personal Traits: High communication skills, trustworthiness, discretion, and entrepreneurial mindset.
The successful Wealth Manager in the Private Banking department of Sparkasse Regensburg will primarily deal with corporate clients, offering personalized financial planning and wealth management services, constructing and managing investment portfolios, and selling banking products like investment funds, securities, insurance, and credit solutions.
In the quest to develop and maintain long-term relationships with these clients, the chosen candidate will need substantial experience in private banking, wealth management, or related financial advisory roles. Necessary skills include strong advisory and sales abilities, customer orientation, market knowledge, understanding of investment products, high communication skills, trustworthiness, discretion, and an entrepreneurial mindset.
