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Santander

Global retail and commercial banking group

Digital Investment Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeM. Gladbach, GermanyNo salary listedHybrid

About the Job

Requirements

  • Completed training as a bank clerk or comparable training.
  • Knowledge and experience in one or more of the product areas investment and retirement planning, or motivation to become proficient in these topics.
  • Interest in and/or experience with economics and finance.
  • Negotiation and closing strength, sensitivity to people and their needs, and enthusiasm for modern digital communication and high-quality advising.

Responsibilities

  • Conduct qualified telephone advisory conversations using innovative tools and contribute creative ideas and new perspectives for sustainable process optimization.
  • Build expertise and progressively specialize in investment and retirement planning through seminars and on-the-job training.
  • Identify specific customer needs and develop suitable investment concepts based on each customer's individual life situation.
  • Develop and maintain an existing customer base by identifying suitable cross-selling products from the portfolio.
  • Continuously develop and maintain a sense of responsibility when proactively managing risks within the bank.

About the Company

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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