(Junior) Berater Wealth Management Düsseldorf (m|w|d)

Stellenbeschreibung

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(Junior) Berater Wealth Management Düsseldorf (m\|w\|d)

Tätigkeitsfeld:

Wealth Management

Bereich:

Private Banking

Einsatzort:

Düsseldorf

Karrierelevel:

Berufseinsteiger

Beschäftigung:

Vollzeit

Startzeitpunkt:

nächstmöglicher Zeitpunkt

Was Sie erwartet

Unterstützung erfahrener PWMs bei der Kundenbetreuung inkl. Onboarding in die bankeigenen Systeme

Kennenlernen und Absicherung der vorhandenen Bestände und sukzessiver Aufbau/ Übernahme des zu betreuenden Kundenbuches

Was Sie mitbringen

Abgeschlossene Bankausbildung und /oder abgeschlossenes (Fach\-) Hochschulstudium der Wirtschaftswissenschaften

Fachrelevante Praktika sind von Vorteil

Erste Vertriebserfahrungen im direkten Kundengeschäft / im Bereich Private Banking sind von Vorteil

Sehr gute Sprachkenntnisse in Deutsch, weitere Sprachkenntnisse von Vorteil

Sachkunde nach WPHG

Grundverständnis zu regulatorischen Anforderungen (KYC, AML etc.)

Kenntnisse der Finanzbranche sowie Grundkenntnisse von Anlageklassen: Anleihen, Aktien, Fonds und in der Vermögensverwaltung

Kenntnisse im Bereich Geldmarkt, Zinsen und Währungen

Spaß und Freude im Kontakt mit Kunden und Kooperationspartnern

Was wir Ihnen bieten

Informationen auf einen Blick

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