Asset Advisor Vacancy at Hohenzollerische Landesbank Kreissparkasse Sigmaringen
Number of staff in the given collective
The Hohenzollerische Landesbank Kreissparkasse Sigmaringen is currently seeking an Asset Advisor to join their team. In this role, you will be responsible for providing personalized financial advice to clients, developing tailored asset management strategies, and monitoring client portfolios to ensure alignment with investment objectives.
Job Responsibilities:
- Provide personalized financial advice to clients regarding their assets and investments.
- Develop tailored asset management strategies based on clients’ financial goals, risk tolerance, and market conditions.
- Monitor and manage client portfolios, ensuring alignment with investment objectives.
- Stay informed on financial markets, investment products, and regulatory changes.
- Build and maintain strong client relationships through regular communication and reviews.
- Collaborate with other bank departments to provide comprehensive financial services.
- Assist clients with retirement planning, insurance products, and estate planning.
- Ensure compliance with internal policies and legal regulations.
Job Requirements:
- A relevant degree in finance, economics, business administration, or a related field.
- Professional experience in asset management, wealth advising, or private banking.
- Strong knowledge of financial markets, investment products, and portfolio management.
- Excellent communication and interpersonal skills.
- Ability to analyze complex financial data and provide clear recommendations.
- Client-oriented mindset with a focus on trust and confidentiality.
- Relevant certifications (e.g., Certified Financial Planner, CFA) are often preferred.
- Fluency in German is typically required; English skills may be an advantage.
Job Benefits:
- The position offers a competitive salary, performance-related bonuses, and benefits such as health insurance, pension schemes, and accident insurance.
- You will have opportunities for professional development and further training, as well as a supportive work environment within a respected local bank.
- The bank provides a work-life balance with flexible working hours or part-time options, employee discounts or special banking offers, and a potential for career advancement within the bank’s regional or broader network.
If you're interested in applying or need more detailed information, checking the official Hohenzollerische Landesbank Kreissparkasse Sigmaringen careers page or direct job postings is recommended. The summary provided here is based on typical offerings for asset advisory roles in similar institutions.
The company offers a flexible working time model and a 39-hour week in full-time employment. You will also have the opportunity to use a job bike, and the position comes with a 100% subsidy for capital-forming benefits and an attractive additional company pension (ZVK). The employer-financed health insurance (BKV) is also included in the benefits package.
The ideal candidate has experience in customer consulting, is proactive, independent, committed, has sales skills, communication skills, is comfortable with digital media, has a relevant bachelor's degree, or is a bank business administrator or has a comparable business administration training. The position requires representing the savings bank to customers.
Acquiring new customers for the house is part of the job description. The company is a market leader in the private and corporate customer business with a balance sheet total of two billion euros, ensuring customer proximity and high service quality with approximately 270 employees. The job does not provide any new information about the ideal candidate's qualifications or skills beyond what is listed above.
The job is crisis-proof with a reliable employer, and the role involves advising assigned asset private customers comprehensively and needs-orientedly. Cross-selling approaches, potentially in collaboration with specialists, may also be part of the job. Various training and further education opportunities, as well as study funding, are available to help you grow in your role.
- In this Asset Advisor role at Hohenzollerische Landesbank Kreissparkasse Sigmaringen, you will develop tailored economic and social policy by providing personalized financial advice to clients, while also assisting them with business-related matters such as retirement planning, insurance products, and estate planning.
- The job benefits for the Asset Advisor position at Hohenzollerische Landesbank Kreissparkasse Sigmaringen include a comprehensive finance package, including performance-related bonuses, health insurance, pension schemes, and accident insurance, as well as opportunities for career advancement and professional development in the business sector.
