Asset Management Specialist (m/f/d)

• Holiday pay and Christmas bonus (13 months’ salary)
• A relaxed dress code
• Extensive training and development opportunities
• Up to 32 days’ holiday and flexible working hours
• Regular team events and staff parties
• Company pension scheme and capital-forming benefits

What you can always count on at persona service:

• A monthly allowance of €50 towards your travel costs, depending on the role, e.g. for the Deutschlandticket and much more.
• Bonuses, as well as holiday and Christmas bonuses
• Free tuition for your children on the Ubimaster learning and tutoring platform
• numerous shopping discounts with well-known brands via our corporate benefits programme
• excellent personal support and regular feedback meetings
• a wide range of further training opportunities

You will advise members:in a transparent and professional manner, in line with the holistic advisory principle; in doing so, you will be responsible for developing bespoke investment strategies and the ongoing optimisation of asset structures; you will also identify opportunities for growth and work to enhance the quality of existing members’- You will also actively recruit both existing and new members and inspire their enthusiasm; last but not least, you will ensure the sustainable and long-term loyalty of members to the co-operative

• You have successfully completed an apprenticeship as a banking clerk (m/f/d), ideally supplemented by a degree in banking (m/f/d) or banking management (m/f/d), including a BaFin ID
• You also have several years’ experience in the securities business and a sound understanding of the relevant legal framework
• You also possess sound IT skills and are confident in using standard banking applications and MS Office
• Good written and spoken German is also an advantage
• Furthermore, you are characterised by a strong ability to close deals, strong negotiation skills, a high degree of initiative and a passion for active networking
• last but not least, you are resident in Germany and hold a valid work and residence permit for Germany