Pending Determination on Implementation of Directive Provisions by the Commission
Kreissparkasse Reutlingen, a leading financial institution in Germany, is currently seeking a Wealth Planning and Consumer Financing Advisor. Although specific job details for this position are not readily available in public search results, we've compiled an overview based on general knowledge about similar roles at German savings banks (Sparkassen).
As a Wealth Planning and Consumer Financing Advisor, you would be responsible for advising clients on various financial matters, including wealth planning, investments, retirement planning, and financing solutions. Your role would also involve analyzing clients' financial situations and goals to create tailored financial plans, offering consumer financing products like loans and credit solutions, maintaining ongoing client relationships, and ensuring customer satisfaction. Collaboration with internal teams for compliance and product management would also be essential.
Typical qualifications for this role include a completed vocational training in banking, such as Bankkaufmann/-frau, or an equivalent. Further qualifications in financial advising or certification as a financial planner, such as the Certified Financial Planner or Sparkassen-specific training, are also desirable. A strong knowledge of investment products, credit and financing options, and wealth management, excellent communication and advisory skills, a customer-oriented and sales-driven mindset are essential.
The benefits of working at Kreissparkasse Reutlingen include employment with a reputable and stable financial institution, structured training and development programs, social benefits typical for Sparkassen employees, such as pension schemes, health benefits, and sometimes bonuses, opportunities for career advancement within the bank, and a good work-life balance through company health management, company sports groups, and compatibility of family and career.
The application process usually involves an online application submission with a CV and cover letter, followed by assessment centers or interviews focused on advisory skills and financial knowledge, and some positions may require presenter or role-play exercises simulating client consultations.
For the exact details for the Kreissparkasse Reutlingen position, we recommend visiting the official Kreissparkasse Reutlingen website or their job portal directly, or contacting their HR department. The publicly available job boards or the bank’s career page will typically provide the exact job posting with all required details.
The Kreissparkasse Reutlingen is known for its commitment to personal, individual advice, active engagement in the region, and support for local projects, initiatives, schools, and clubs. The institution values a communicative and contact-friendly individual with at least a bank business administrator qualification and successful advisory experience.
Applications can be made online via the homepage www.ksk-reutlingen.de/bewerbung. The success of the institution is attributed to the competence and commitment of its around 850 employees. The role involves working with advisors in financing matters and partner companies within the S-Financial Group. The offered benefits include attractive remuneration, a flexible working time model, 32 days of annual leave, mobile working after successful training, pension provision, JobRad, health insurance, and job ticket.
- In this role at Kreissparkasse Reutlingen, you'd not only provide personalized financial advice to clients, but also focus on wealth planning, investments, and retirement planning while offering consumer financing products.
- To excel in this Wealth Planning and Consumer Financing Advisor position, it's crucial to have completed a vocational training in banking, with additional qualifications in financial advising or certification as a financial planner being desirable.
- By joining Kreissparkasse Reutlingen, you stand to benefit from a stable work environment, structured training and development programs, and opportunities for career advancement, all with a good work-life balance.
