The bank for a changing world

We are looking for

Wealth Planner (gn)

Apply REF: DEU002162
 
 

BNP Paribas is a leading bank in Europe with an international reach. It has a presence in 74 countries, with more than 190,000 employees, including more than 146,000 in Europe. The BNP Paribas Group has been active in Germany since 1947 and has successfully positioned itself on the market with thirteen companies. Private customers, companies and institutions are looked after by roughly 5,000 employees in all relevant economic regions all over the country. The wide-ranging products and services offered by BNP Paribas are almost identical to that of a universal bank. 

 
 

For our branch in Frankfurt am Main we are looking for a

 
 

Wealth Planner (gn)

 
 

Your Responsibilities

 
 
  • build sustainable relationships with customers, based on proactive communication, and structure client’s affairs in the most efficient way in order to achieve medium- and long-term goals 
  • understand client needs and develop plans to address them, identify, devise and secure new client relationships through referrals and leverage the internal network
  • organize and analyze client data within a financial planning context, provide recommendations and frame client analysis presentations in a summarized format
  • attend client meetings in a supporting role and participate in conferences organized for clients on patrimonial subjects in a supporting or speaker role
  • contribute to the reflection on innovations for the client approach according to legal and tax evolutions
  • implement client acquisition strategies and liaise closely with the relationship management to provide full wealth planning services to clients
 
 

Your Profile

 
 
  • degree in finance or a similar business-related area with strong quantitative and analytical content
  • CFA/CIIA or similar qualification a plus
  • ideally several years of working experience in a similar role
  • proven track record in the area of complex financial planning solutions for HNWI, with knowledge of investment and banking products
  • understanding of the risks associated with investment products, in particular the relationship between customer attitudes to risk and the suitability of financial products recommended
  • strong communication skills in German and English
  • effective analytical and interpersonal abilities, customer- and detail-oriented working style along with team player mentality
 
 
 

Do you recognize yourself in this profile and are you looking for an exciting challenge in an international environment? We are looking forward to receiving your application.

Primary Location: DE-HE-Frankfurt am MainJob Type: FestanstellungJob: FINANCIAL AND TECHNICAL EXPERTISEEducation Level: Akademischer AbschlussExperience Level: Keine AngabeSchedule: Vollzeit