Wealth Management Advisor in Gerlingen

SIGNAL IDUNA Asset Management GmbH coordinates and optimizes the investments of the whole SIGNAL IDUNA group. It is looking for sales partners who establish private wealth building through investments within the insurance portfolio. The work is done as a self-employed agency partner.

• Advising private and business customers on all questions of retirement provision and private wealth building or wealth management
• Looking after and expanding existing customer relationships with investment potential in your region

• A commercial vocational qualification, preferably in banking or insurance, or
• A degree in business, finance or a comparable qualification
• Preferably (several years of) experience in investment advice
• Team player skills with a customer focus
• Confident, likeable manner
• Strong self-motivation and good resilience under stress