Consultant (male/female/diverse) based in Kelheim office
In the heart of the Kelheim region, Kreissparkasse Kelheim is looking for a dedicated financial advisor to join their team. With approximately 3 billion euros in assets, this savings bank is a trusted partner for its customers.
As a financial advisor, you will be expected to build and maintain strong relationships with clients, proactively contacting them to cultivate long-term partnerships. You will work closely with specialists to develop customized financial solutions that cater to each client's unique needs.
Effective communication and team skills are essential for this role, as you will collaborate with colleagues to provide innovative and holistic advice. A passion for connecting traditional practices with technical progress is highly valued, as you will help the bank navigate the intersection of modernity and tradition.
The Kreissparkasse Kelheim offers extensive support during the onboarding process, ensuring a smooth transition into your new role. They also provide opportunities for learning and growth in a dynamic environment.
To qualify for this position, you will need a completed training as a banker or a comparable commercial qualification. Additional certifications or training in financial advising or investment consulting, such as the Certified Financial Planner or IHK-certified financial consultant, are desirable.
Strong knowledge of financial products, investment options, and regulatory requirements is essential. Good communication skills and a customer-oriented approach are also crucial. Some experience in banking or advisory roles may be advantageous.
Independent working with high self-motivation is expected, as is flexibility in time management and adaptability. Readiness for continuous learning and personal development is required, as you will be expected to stay updated on the latest financial trends and regulations.
The job offer is open until September 12, 2025. If you are ready to embark on a rewarding career in a supportive and dynamic environment, apply today and become a part of the Kreissparkasse Kelheim family.
For the most accurate and up-to-date information about the job requirements and key responsibilities, we recommend consulting the official job postings on the Kreissparkasse Kelheim website or contacting their HR department directly.
In this role as a financial advisor at Kreissparkasse Kelheim, you will focus on both personal-finance and business-related matters, guiding clients through their financial decision-making processes. To progress in your career and ensure a strong foundation in the field of finance, you may consider seeking education and certification programs such as the Certified Financial Planner or IHK-certified financial consultant. With a passion for education and continuous learning, you can contribute to the bank's mission of providing innovative and holistic advice that caters to its clients' unique needs.
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