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Santander

Global retail and commercial banking group

Financial Advisor

Wealth Management & Financial AdvisoryPosted on Nov 10
Full-timeMunich, GermanyNo salary listedIn-person

About the Job

Requirements

  • Completed training as a bank clerk or comparable commercial vocational training is required; a specialized bank specialist qualification is ideal.
  • Some or substantial professional experience related to investments is required.
  • Interest in financial markets and enjoyment of customer contact and professional service are required.
  • The candidate must demonstrate an understanding of people and their needs, sales ability, and competence in needs analysis, recommendations, closing sales, and ongoing customer support.

Responsibilities

  • Develop individual, needs-based investment strategies aligned with the personal circumstances of affluent customers and prospective customers.
  • Advise an existing financially strong and affluent customer base and acquire new customers for investments, asset management, retirement provision, and current accounts/cards.
  • Build and maintain long-term customer relationships through regular support as part of financial planning and offer individually suitable additional products.
  • Continuously develop and maintain a strong sense of responsibility in proactively managing risks within the bank.

Desired Qualifications

  • A specialized bank specialist qualification is preferred.

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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