Managing Director

Description

In this role, you’ll be responsible for a number of key tasks that contribute to our client’s success. Over the course of a 6- to 18-month program, you’ll:

• Start as an employee within the organization, where you’ll be immersed in the world of banking.
• Take a state-administered exam as part of high-quality technical and commercial training programs in the financial sector.
• Become familiar with exclusive banking and insurance products tailored to retail customers.
• Complete an internship within the network of independent offices, supplemented by customized management training.
• Develop the essential skills needed to become an independent entrepreneur.

The goal of this period is to prepare you for a role as an independent entrepreneur within a network of independently organized agencies. Your contribution to the team of entrepreneurs will include:

• Building specific expertise in Private Banking as an advisor, serving as the primary point of contact for a select group of private clients.
• Guiding clients in their search for sustainable and responsible investment opportunities, as well as in matters related to insurance, real estate, and estate planning.
• Supporting clients in managing, growing, and transferring their wealth.
• Providing access to personalized financial solutions that fulfill their goals.
• Additionally, advising and supporting their immediate family members, with a special focus on the next generation of clients.
• Actively exploring new opportunities and building a high-quality client portfolio through your own initiatives and contacts.

Your profile

The ideal candidate:

• Strives to achieve the highest level of customer satisfaction; the customer’s well-being is at the heart of every action.
• Embodies our customer’s DNA, using both reason and emotion in communication and decision-making.
• Always finds a balanced approach between the interests of various stakeholders: the client, society, and the organization.

There are specific requirements for this role that you must meet:

• You have a thorough understanding of macroeconomics and stay up to date on the latest economic and tax developments.
• Your expertise in finance is solid, and you have extensive knowledge of the investment sector, with a specific focus on a particular area such as estate planning or financial counseling.
• You have in-depth knowledge of payment systems, basic insurance products, and digital banking processes and platforms.

Offer

Our client offers you:

• A personalized support program and training courses fully tailored to your needs.
• A competitive salary with various additional benefits.
• The opportunity to become a key player in your region.
• A modern work environment, conveniently located near your home.

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