Job description:

Our client, a securities institution rooted in North Rhine-Westphalia, has been providing professional advisory services as an asset manager and wealth manager for many years to discerning private clients who benefit from consistently strong long-term results and personalized support.

This renowned company offers excellent working conditions, long-term job security, personal freedom, and attractive earning potential to expert advisors (m/f/d) with solid securities knowledge.

As part of a retirement-related succession plan, we are seeking an experienced client advisor for our client for a permanent, full-time position. The ideal candidate will focus on providing personalized advice to high-net-worth individuals, be able to take over existing wealth management mandates, and be motivated to acquire new clients in a professional work environment characterized by appreciation, transparency, and a client-centric approach.

Our client offers you:

- Individual asset management services

- Client consultation without sales pressure

- Collegial environment and a respectful atmosphere

- Administrative support and modern IT and reporting systems

- High-performing partner banks and low processing costs

- Transparent fee models and competitive fee structures

- Long-term permanent employment, benefits, and job security

- Attractive compensation, similar to that of a bank, but without commission or sales targets.

These are the tasks that await you:

- You will advise high-net-worth individuals on all aspects of asset investment and management at a high professional and personal level

- You will participate in the management of asset management mandates and actively contribute to investment decisions

- Because you are always well-informed, you can explain investment strategies and market conditions in a sound and comprehensible manner

- You will address all questions confidentially and advise your clients neutrally, respectfully, and independently at all times

- You will acquire new clients and retain existing clients with your personality, experience, and expertise.

Your profile:

- You passionately and diligently serve discerning clients in the greater Düsseldorf area and actively cultivate your existing network of contacts throughout the Rhineland

. - Due to your passion for securities and your strong interest in capital market topics, your professional focus has long been on asset management and individual client consulting

. - Your expertise and strong communication skills enable you to present yourself confidently and professionally as the primary contact for clients and prospective clients.

- Thanks to your personality and self-motivation, you greatly enjoy making new contacts and building client relationships.

- As an experienced client advisor, you understand that sales orientation, a service-oriented approach, and customer satisfaction are not mutually exclusive.

- A willingness to learn, curiosity, and social skills are a given for you, and you are fluent in German.

About us: Carovus GmbH:

As a service company for businesses in the financial sector, we support clients in recruiting new employees and assist candidates in their search for employers with attractive job opportunities.

Our success as an industry specialist is based on many years of practical experience in the high-end consulting and banking sectors. Clients and candidates value us because we act as a neutral and independent partner and advisor. Confidentiality and individual attention are essential foundations for both clients and candidates.

For consultants, we have developed the "Jobs for Consultants" program, for which we received the "Leading Experts in Financial Recruitment Services" award from the German Enterprise Awards 2017. Acquisition Finance magazine ACQ has repeatedly honored us as "Strategy Consultant of the Year" and rated us as "Gamechanger of the Year." Learn more about us at www.provenexpert.com (https://www.provenexpert.com/de-de/carovus-gmbh/).

Carovus GmbH

Maria-Merian-Straße 8 | 85521 Ottobrunn | Managing Director: Thomas Vogl |

Phone: +49 (0) 89-66 07 88 00 | Fax: +49 (0) 89-66 07 88 04 |

Email:    bewerbung@carovus.com | Website: www.carovus.com Munich Local Court HRB 191018 | VAT ID No.: DE278665347

• Content: © Federal Employment Agency – Reference number: 10001-1002566531-S