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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client acquisition and advisory services within the financial sector, with a strong focus on MiFID-compliant investment strategies and personalized client relationship management.
Highest-signal resume keywords
Client AcquisitionWealth Investment AdvisoryMiFID-Compliant ServicesPortfolio ManagementCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Advisory ServicesInvestment ExpertiseRetirement PlanningSuccession PlanningClient Relationship Management
Soft Skills
Client OrientationTeam OrientationProactive ApproachConfident Presence
Certifications & Qualifications
Banking ApprenticeshipProfessional Training
Industry Keywords
Financial ServicesMiFID ComplianceClient Portfolio ManagementHolistic AdviceStrategic Discussions
About the role
Key responsibilities & impact- Represent the bank to clients and in the market
- Drive growth, acquire new clients, and maintain and expand existing relationships
- Manage your own portfolio of clients with sophisticated and complex needs
- Lead strategic discussions and provide individualized, holistic advice on wealth investment, retirement planning, and succession planning
- Achieve sustainable results through structured advisory services
- Work closely with expert teams to address complex client requirements
Requirements
What you’ll need- Completed banking apprenticeship, ideally supplemented by a degree or further professional training
- Demonstrated success in client acquisition and the comprehensive development of client potential
- Several years of experience in advisory and sales within the financial services sector
- Expertise in investments
- In-depth knowledge of MiFID-compliant advisory services and product offerings
- Excellent communication skills
- Strong client and team orientation
- Confident presence and a proactive approach
Benefits
Comp & perks- Counseling and support during difficult life situations
- Mental health support programs
- Comprehensive health checkups
- Vaccination programs
- Healthy lifestyle counseling
- Support through pme Familienservice
- FitnessCenter Job program
- Flexible working models, including part-time work, job sharing, and hybrid working
- Strong culture of diversity, equal opportunity, and inclusion
- Occupational pension plans
- Banking services for employees
- Company bicycle program
- Deutschlandticket public transport pass
- Full-time and part-time options