Fachberater Vermögensmanagement (m/w/d) In Kirchheim/teck

SIGNAL IDUNA Asset Management GmbH

Kirchheim unter Teck, Germany
Base: guaranteed income; bonus/equity: success-bas...
On-site
Capital investment advice
Customer relationship management
Private and business client consulting
SIGNAL IDUNA Asset Management GmbH is seeking a Fachberater Vermögensmanagement (m/w/d) for their Kirchheim/Teck location. The role focuses on advising private and business clients on financial security and wealth management, with an emphasis on building customer relationships and offering diverse investment solutions

Job Summary

  • Consulting of private and business clients in all matters of provision and private asset accumulation or asset management.
  • You can expect agency partnership with a SIGNAL IDUNA agency (independent activity according to §84 HGB).
  • A broad product range with various investment strategies for every investor type and every investor goal or A broad product range with private banking character and investment opportunities according to the best-advice principle.

Matching Summary

Match Score: 75

SIGNAL IDUNA Asset Management GmbH is seeking a Fachberater Vermögensmanagement (m/w/d) for their Kirchheim/Teck location. The role focuses on advising private and business clients on financial security and wealth management, with an emphasis on building customer relationships and offering diverse investment solutions.

Salary

Base: Guaranteed income; Bonus/Equity: Success-based commission without income cap; Benefits: Not specified

Skills & Requirements

Must-have

  • Capital investment advice
  • Customer relationship management
  • Private and business client consulting

Nice-to-have

  • Team player skills
  • Customer focus
  • Confident and likeable demeanor

Key Requirements

  • Commercial apprenticeship
  • Degree in economics or finance
  • Several years of experience in capital investment advice

Work Rights

Not specified

Tailored Resume

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