Wealth Management Consultant - Remote Opportunity

About the Role

We are seeking a Wealth Management Consultant to join SIGNAL IDUNA Asset Management GmbH. This remote opportunity allows you to provide expert advice on wealth management and investment strategies to private and business clients. You will play a crucial role in helping clients build their wealth through effective asset management solutions.

What You'll Do

• Advise private and business clients on all aspects of wealth management and investment strategies.
• Develop and maintain relationships with existing clients, focusing on capital investment potential in your region.
• Utilize technologically supported advisory tools under the SIGNAL IDUNA Asset Management GmbH framework.
• Provide personalized agency support through specialists in various fields related to self-employment.
• Access a wide range of investment products and strategies tailored to different investor profiles and goals.

Requirements

• Commercial training, preferably in banking or insurance, or a degree in economics, finance, or a comparable qualification.
• Several years of professional experience in capital investment consulting.
• Strong customer focus and teamwork skills.
• Confident and friendly demeanor.
• High self-motivation and good stress resistance.

Nice to Have

• Experience in private banking or real estate investment.
• Knowledge of various investment strategies.
• Network within the financial services industry.

What We Offer

• Guaranteed income to stabilize earnings.
• Performance-based commission structure without caps.
• Access to a vast network of insurance clients.
• Opportunities for specialization in areas such as retirement planning or real estate.
• Continuous professional development and training opportunities.