Welcome to the team: Wealth Manager (m/f/diverse)

As easy as a direct bank. As personal as a branch bank. Our digital consulting bank. Want to be there?

Together with your manager and your colleagues, you set the pace and set out to successfully shape the future of our bank.

• Digital thinking: think digitally and inspire our customers with the bank's digital solutions
• Customer focus: You focus on the needs of our customers
• Team spirit: Be part of a modern, dynamic and successful team

Sounds exciting? Then join us and apply now!

Your tasks

Your tasks as a wealth manager are: You

take responsibility for good cooperation with our wealth management customers and for a high level of customer satisfaction, use the WM-specific consulting tools to advise personally assigned WM customers as part of the holistic support approach, based on their needs and deals in the areas of need: securities (with a focus on wealth management) Payment transactions and account models Deposits and provisions Standardized private financing including the processing of loan extensions WM services (needs assessment and introduction) maintain and expand existing customer relationships with WM customers and acquire new customers who are active in sales, starting in the family environment of your own customer base, actively contact them Contact customers and speak to them based on centrally generated sales and contact orders, involve specialists with customers who need further advice, build up an internal and external contact network and maintain it, support our customers in using our digital offers in order to increase the direct banking capability of WM customers actively exchange ideas with PB and UK on joint customer potential and acquisition opportunities are flexible in terms of content, time and location

It can also be used in Bad Soden.

your profile

You have

(bank) commercial training, if possible supplemented by a technical/university degree or adequate qualifications, several years of successful customer-oriented work in sales

You have the relevant knowledge

of distribution and sales techniques for the entire range of products and services in the area of ​​responsibility of the guidelines and applicable regulations of the function-specific IT applications of the strategic goals of the bank and the segment Our benefits 30 days of vacation Flexible working Employee conditions Professional training & development Capital-forming benefits Friendly working environment Diverse tasks Work - Life Balance

30 days holiday; flexible working; employee conditions; Professional Training & Development; Capital accumulation benefits; friendly working environment; Diverse tasks; Work life balance

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Commerzbank is the leading bank for SMEs and, with a comprehensive portfolio of financial services, is a strong partner for corporate customer groups as well as private and small business customers in Germany. We are a bank that is characterized by treating each other and our customers fairly and in a spirit of partnership. We value working in inspiring teams of people with diverse backgrounds. We offer you a creative environment and excellent development opportunities. Work-life balance is very important to us. And of course we know that a good job also requires attractive pay.


Are you ready to start immediately in a strong team? Then we look forward to receiving your online application. Anne-Cathrin Hartwig, Regional Head of Wealth Management / Private Banking Bad Homburg, will be happy to answer any questions you may have on +49 6172 804258.

your application process
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Stelle gepostet:
vor 3 Wochen
Job läuft ab in:
1 Mon. 4 Wo.
Full Time
5+ Years
  • Gegründet in
    Jul 16, 2023
  • Firmengröße
    500+ Members
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