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Kreissparkasse Heilbronn Seeks Wealth Manager for Regional Directorate Lauffen P/I
The Kreissparkasse Heilbronn, the market leader in both corporate and private customer business in the thriving Heilbronn region, is looking for a Wealth Manager (m/f/d) for their Regional Directorate Lauffen P/I, Department Wealth Management.
The Wealth Manager position offers a wide range of benefits, including an employer-financed pension scheme, 32 days of vacation, a subsidized lunch, a day off on your birthday, an employer-financed health insurance supplement, an annual health budget of 400€, and digital health services. Other perks include a Germany ticket as a job ticket for 14€, discounted parking facilities (subject to availability), subsidized bike leasing, and opportunities to reconcile work and family life, such as free courses and prevention offers.
The Wealth Manager position also offers flexible working hours with a 39-hour week (full-time) and the basic possibility of mobile work. Part-time positions, such as job sharing, are generally possible.
The successful candidate will take over an attractive customer base of wealthy private clients, conduct comprehensive investor- and investment-oriented consultations, build and maintain a long-term customer relationship, acquire new customers, exploit customer potential within the framework of cross-selling approaches, and identify potential customers for wealth management. The role also involves collaboration with colleagues in specialized departments like financial planning, asset management, and credit services.
To apply for the position, interested candidates can contact Jasmin Brandstätter, Director of Regional Directorate Lauffen P/I, at Phone 07131/638-18000, or Anja Schmetzer, Human Resources Manager, at Phone 07131/638-10511. For questions, candidates can contact the provided contact information.
While a detailed job description, qualifications, or benefits specifically for the Wealth Manager position at Kreissparkasse Heilbronn's Regional Directorate Lauffen P/I, Department Wealth Management were not found, the role is likely to involve providing personalized financial advice and wealth management services to private and business clients, developing and implementing investment strategies tailored to client goals, managing client portfolios, and building and maintaining long-term client relationships focused on trust and service quality.
Qualifications for the role may include a completed relevant banking education such as Sparkassenbetriebswirt or an equivalent financial qualification, strong knowledge of financial markets, investment products, and regulatory requirements, excellent communication skills and client advisory experience, fluency in German, possibly also English, experience or interest in wealth management and financial planning, and a confident, reliable appearance, very high customer and service orientation, high initiative, and goal orientation.
For more job opportunities, please visit the Kreissparkasse Heilbronn's website. Since no direct source about Kreissparkasse Heilbronn Lauffen P/I's Wealth Manager position was found, it is recommended to contact the bank directly or check their official careers page for the most precise and updated information about this role.
[1] This summary is based on common practices in Kreissparkasse and Sparkassen wealth management roles in the region.
The Kreissparkasse Heilbronn's Wealth Manager position offers a competitive career opportunity in the financial sector, involving education in banking, strong knowledge of financial markets, and customer-focused service provision for both private and business clients. This role in the business of wealth management also presents benefits such as flexible working hours and opportunities for personal and professional development.
By joining Kreissparkasse Heilbronn as a Wealth Manager, one can expect to play a significant part in building and maintaining long-term customer relationships while utilizing career advancement opportunities through collaboration with various specialists within the bank.
