Wealth adviser in banking, Aachen

As a wealth adviser in TARGOBANK's sales team in Aachen, you advise wealthy clients on financial planning and investments. You manage and expand an existing client base and help clients build and preserve their wealth.

• Develop individual financial planning and investment strategies suited to clients' needs
• Manage and expand an existing, substantial portfolio of affluent clients
• Win over wealthy clients through excellent service
• Support clients in building and preserving their wealth

• Completed vocational training in banking or a comparable qualification in financial services, such as insurance
• At least two years of experience advising wealthy clients
• Extensive knowledge of open-ended funds, shares, bonds and insurance
• German language skills at C1 level or above
• A strong focus on service and the ability to work independently
• Integrity and flexibility in your thinking and actions