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Santander

Global retail and commercial banking group

Wealth Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeLeipzig, GermanyIn-person

About the Job

Requirements

  • Completed vocational training as a bank clerk or comparable commercial training; a specialized bank specialist qualification is ideal.
  • Initial or extensive professional experience related to investment management.
  • Interest in financial markets and enjoyment of teamwork, close customer contact, and professional service.
  • Strong interpersonal understanding and sales ability, including needs analysis, recommendations, closing, and ongoing customer care.

Responsibilities

  • Create individual, needs-based investment strategies tailored to affluent clients' and prospects' life situations.
  • Advise an existing financially strong, affluent customer base and acquire new customers for investments, wealth management, retirement provision, and current accounts/cards.
  • Build and maintain long-term customer relationships through regular wealth-planning support and offer individually appropriate additional products.
  • Continuously develop and maintain a sense of responsibility in proactively managing risks within the bank.

Desired Qualifications

  • Specialized further training as a bank specialist.

About the Company

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Santander

Global retail and commercial banking group

Santander is a global bank focusing on retail and commercial banking in Europe and the Americas, serving individuals and SMEs with regional franchises and a broad consumer finance arm, plus a Corporate & Investment Banking division for multinational clients. It uses its Gravity cloud platform to migrate core banking and rapidly deploy digital services such as Openbank across markets, combining fintech-style agility with a bank's balance sheet. The bank differentiates itself by marrying a large retail footprint with global CIB capabilities under the One Santander verticals model to boost efficiency and cross-border revenue. Its goals include improving returns on tangible equity and financing the green economy through sustainable finance and renewable energy projects.

Company size
10,001+
Company stage
IPO
Headquarters
Boadilla del Monte, Spain
Founded
1902

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