Description
The employer is seeking a Wealth Manager to advise customers on wealth building, future provision, and asset protection; maintain customer contact; coordinate appointments; prepare presentations; process insurance and fund applications; manage documents and the CRM; conduct research and calculations; and support projects, campaigns, and events. The role also includes onboarding and training new employees, optimizing office processes, and organizing work materials. Candidates need an upper secondary or equivalent qualification, strong organizational and communication skills, sales and customer-acquisition ability, and very good German. The position offers a home office, attractive salary, a company car or equivalent, flexible hours, and the option to work from other locations.
