FAQs
What are the primary responsibilities of a Vermögensberater at the Bankfiliale München?
The primary responsibilities include creating individualized investment strategies, advising a wealthy client base, building long-term customer relationships, and ensuring a proactive approach to risk management.
What qualifications are required for this position?
Candidates should have completed training as a Bankkaufmann/-frau or a comparable commercial qualification, ideally with further training as a Bankfachwirt/-in, along with relevant professional experience in asset management.
Is prior experience in asset management necessary for this role?
Yes, prior experience in asset management, whether initial or significant, is required for this position.
What qualities are important for a successful Vermögensberater?
Important qualities include a keen understanding of client needs, sales strength, an interest in financial market developments, enjoyment of teamwork, and a commitment to providing professional service.
Are there opportunities for career advancement in this role?
Yes, there are exciting development opportunities for both specialist and leadership careers within the international, growth-oriented company.
How does the company support work-life balance?
The company offers more than 6 weeks of annual vacation, including 6 weeks of vacation, 2 public holidays, and a half day off for birthdays, as well as the option for additional unpaid leave.
What kind of financial benefits can one expect in this position?
Benefits include annual bonuses, variable salary components, company pension schemes, special conditions for bank products, up to €40 in asset-building benefits, and adherence to collective bargaining agreements according to eligibility criteria.
Are there additional perks provided to employees?
Yes, employees can enjoy additional perks such as contributions for kindergarten, meal allowances, Gympass, job ticket subsidies, annual health vouchers, corporate benefits, and potential support for tuition fees.
Is there an option to work part-time?
Yes, there is the possibility for part-time employment available for this position.
Who should I contact for specific job-related questions?
For job-specific inquiries, please contact Martin Radovic at +49 173 696 187 1. For other questions, reach out to Elvira Schalk at +49 175 593 261 3.