Overview
Are you ready to take the next step in your career and become an independent entrepreneur in the financial sector? In this challenging role, you’ll start with intensive training and mentorship, during which you’ll learn everything about banking, personal investments, and insurance. Together with a team of professionals, you’ll build a valuable client portfolio and offer tailored financial solutions. Our client offers you a competitive salary, opportunities for personal development, and the chance to excel in your region. Apply today and make a difference for your future clients!
In this role, you will be responsible for a number of key tasks that contribute to our client’s success. Over the course of a 6- to 18-month program, you will:
* Start as an employee within the organization, where you will be immersed in the world of banking.
* Take a state-administered exam as part of high-quality technical and commercial training in the financial sector.
* Become familiar with exclusive banking and insurance products tailored to private clients.
* Complete an internship within the network of independent agencies, supplemented by customized management training.
* Develop the essential skills needed to become an independent entrepreneur.
Entrepreneur Development
The goal of this period is to prepare you for a role as an independent entrepreneur within a network of independently organized agencies. Your contribution within the team of entrepreneurs will include:
* Building specific expertise in Private Banking as an advisor, serving as the primary point of contact for a select group of private clients.
* Guiding clients in their search for sustainable and responsible investment opportunities, as well as in matters related to insurance, real estate, and estate planning.
* Supporting clients in the management, growth, and transfer of their assets.
* Providing access to personalized financial solutions that fulfill their wishes.
* Additionally, advising and supporting their immediate family members, with a special focus on the next generation of clients.
* Actively exploring new opportunities and building a high-quality client portfolio through your initiatives and contacts.
Ideal Candidate
* Strives to achieve the highest level of customer satisfaction; the customer’s well-being is at the heart of every action.
* Embodies our customer’s DNA, applying both reason and empathy in communication and decision‑making.
* Always finds a balanced approach between the interests of different parties: the client, society, and the organization.
Requirements
* You have a thorough understanding of macroeconomics and stay up to date on the latest economic and tax developments.
* Your expertise in finance is solid, and you possess extensive knowledge of the investment sector, with a specific focus on a particular area such as estate planning or financial counseling.
* You have in-depth knowledge of payment systems, basic insurance products, and digital banking processes and platforms.
Benefits
* A personalized support program and training tailored entirely to your needs.
* A competitive salary with various additional benefits.
* The opportunity to become a key player in your region.
* A modern work environment, conveniently located near your home.
#J-18808-Ljbffr