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Santander

Global retail and commercial banking group

Wealth Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeBonn, GermanyNo salary listedIn-person

About the Job

Requirements

  • Completed training as a bank clerk or a comparable commercial qualification.
  • First or substantial professional experience in investment management.
  • Interest in financial-market developments.
  • Ability to provide customer-focused financial advice, including needs analysis, recommendations, closing, and ongoing customer support.
  • Ability to work closely with customers and provide professional service.
  • Sales strength and sensitivity to customers' needs and wishes.

Responsibilities

  • Create individualized investment strategies tailored to customers' individual life situations.
  • Advise an existing financially strong and affluent customer base and acquire new customers for investments, asset management, retirement planning, and current accounts and cards.
  • Build and maintain long-term customer relationships through regular support within the bank's wealth planning process and place individually suitable additional products.
  • Continuously develop and maintain a sense of responsibility when proactively managing risks within the bank.

Desired Qualifications

  • Completed bank specialist qualification (Bankfachwirt) is ideal.
  • Experience around investment management is desirable when only first professional experience is otherwise available.

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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