Lead Advisor, Wealth Management
WealthsimpleSalary not specified
Full Time
Expert & Leadership (9+ years)
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries
Requirements
- Abgeschlossene Ausbildung zum/zur Bankkaufmann/-frau oder eine vergleichbare kaufmännische Ausbildung, idealerweise mit einer fachspezifischen Weiterbildung zum/zur Bankfachwirt/-in
- Erste oder fundierte Berufserfahrung rund um die Vermögensanlage
- Interesse an Finanzmarktgeschehen
- Freude an starker Teamarbeit, engem Kundenkontakt und professionellem Service
- Gespür für Menschen und ihre Wünsche, verbunden mit Vertriebsstärke (Beratung mit Bedarfsanalyse, Empfehlung und Abschluss sowie fortlaufende Betreuung)
Responsibilities
- Erstellung individueller und bedarfsgerechter Anlagestrategien, orientiert an der individuellen Lebenssituation vermögender Kund:innen / Interessent:innen
- Beratung eines bestehenden, finanzstarken und vermögenden Kundenkreises sowie Neukundengewinnung für Produktfelder: Investments, Vermögensverwaltung, Vorsorge und Girokonten/Karten
- Aufbau und Pflege einer langfristigen Kundenbeziehung durch regelmäßige Betreuung im Rahmen der Vermögensplanung sowie Platzierung individuell passender Zusatzprodukte
- Kontinuierliche Weiterentwicklung und Erhaltung des Verantwortungsbewusstseins im proaktiven Umgang mit Risiken innerhalb der Bank
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What benefits does Santander offer for this position?
Benefits include more than 6 weeks of annual vacation (6 weeks + 2 bank holidays + half-day birthday off), option for 25 additional unpaid vacation days, annual special payment plus variable salary components, company pension via salary conversion, special bank product conditions, up to 40€ asset-effective benefits, childcare and meal allowances, gym pass and job ticket subsidies, annual health voucher, corporate benefits, and potential study fee support.
Is this position remote or office-based?
This is an office-based role in the Santander bank branch in Stuttgart, Germany.
What qualifications and skills are required for this Vermögensberater role?
Required is a completed training as Bankkaufmann/-frau or comparable commercial training, ideally with further education as Bankfachwirt/-in, initial or solid professional experience in asset investment, interest in financial markets, strong team collaboration, close customer contact, professional service, empathy for people, sales strength including needs analysis, recommendation, closing, and ongoing care.
What is the company culture like at Santander for this role?
The culture features great team spirit, comprehensive onboarding, diverse training offers, and a focus on long-term customer relationships, risk awareness, and work-life balance.
What makes a strong candidate for this Vermögensberater position?
Strong candidates have a banking or commercial training ideally with Bankfachwirt qualification, experience in asset management, passion for financial markets, excellent team and customer skills, and proven sales abilities with needs analysis and relationship building.
Santander
Provides banking, investment, and insurance services
About Santander
Santander Bank provides a variety of financial services to individuals, small businesses, and large corporations in the United States. Its offerings include savings and checking accounts, loans, credit cards, and investment products. The bank also has specialized services through Santander Investment Services and insurance products via Santander Securities LLC. Santander stands out from its competitors by focusing on community growth, committing $13.6 billion to support initiatives like the 'Cultivate Small Business' program, which aids early-stage entrepreneurs, especially from underrepresented groups. The bank generates revenue through interest on loans, service fees, and commissions, while promoting responsible banking practices and financial education. Santander's goal is to empower individuals and businesses, enhance community prosperity, and provide comprehensive financial solutions.
Boston, MassachusettsHeadquarters
1902Year Founded
$75MTotal Funding
POST_IPO_DEBTCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees