Advisor – Generational and Succession Planning
VerbundVolksbank OWL eG
full-time
Posted on:
Location Type: Hybrid
Location: Paderborn • 🇩🇪 Germany
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Advise our private clients on retirement provision and succession planning in a specialist role
- Develop tailored solutions for our clients in collaboration with the responsible client advisor
- Support market colleagues with cross-selling by identifying signals and passing them on
- Act as the specialist point of contact for generational consulting
- Work closely with internal alliance partners and external network partners to implement clients' wishes and objectives
Requirements
- Completed vocational training in banking or completed training/degree in tax or legal fields
- Market and sales experience
- High level of empathy, strong communication skills and willingness to learn
- Self-organization and ability to work independently
- Proactivity, commitment and team spirit
Benefits
- Equal opportunities and diversity
- Consideration of applicants with severe disabilities given equal suitability
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
empathycommunication skillswillingness to learnself-organizationability to work independentlyproactivitycommitmentteam spirit
Certifications
vocational training in bankingtraining in taxtraining in legal fields