Vermögensbetreuer Private Banking (m|f|x) Dortmund

The Bank für Kirche und Diakonie eG – KD-Bank is the oldest Protestant church bank in Germany. For over 100 years, as a specialized bank within the Cooperative Financial Group, we have been serving the church, social welfare, and the social economy with approximately 280 employees. In all we do, we remain true to our ethical, sustainable, and Christian mission.

Here, you’ll find a friendly and open work environment. Flat hierarchies and short decision-making paths make it attractive to think and work collaboratively. As a remote bank, we’re particularly effective in serving our clients from the church, social welfare, and the social economy, operating nationwide from our headquarters in Dortmund.

Tasks

As a wealth manager (m/f/d) and a trusted partner to your clients, you will conduct annual advisory meetings on wealth optimization with the goal of strengthening and expanding the client relationship in the long term and retaining the entire family—including future generations—as clients of our firm.

You will be responsible for providing professional, comprehensive advice and support to our high-net-worth private banking clients on all aspects of our service offerings. You will manage clients with investment assets ranging from 100 TEUR to 1 million euros at our firm. Acquiring new clients rounds out your challenging responsibilities.

• You impress others with your friendly and refined demeanor.
• You excel at relationship management and can connect with people at various levels of interaction.
• You will serve your clients actively, independently, and with trust. You will acquire new assets and new clients and successfully contribute to the growth of the private banking division.
• You understand the specific needs of high-net-worth clients and advocate for their interests. Your primary goal is to build long-term relationships with your clients and strengthen those connections.  
• You possess excellent expertise in investment and wealth succession planning. You know how to engage clients on an equal footing and simplify complex matters.  
• You are committed to sustainability and consider it an integral part of your advisory approach.
• You enjoy participating in client events and are an eloquent conversationalist.
• You are a valued point of contact and team member who enjoys offering support, sharing knowledge, and collaborating on improvements.
• You are forward-thinking and enjoy working on projects and in specialized teams.

Profile / Your qualification / Your personality

• You’re a good fit for this position if you meet the following requirements:
• In addition to banking training, you ideally hold a qualification as a banking specialist, a banking business administrator, or a similar credential.
• In addition, you have pursued further education in the field of qualified asset investment or wealth succession planning.
• You demonstrate a high level of professional expertise in the securities business and in all advisory matters concerning high-net-worth families.
• You strongly identify with ethical and sustainable values and are committed to continuously developing your expertise in this important field.
• You are empathetic, client-focused, and possess excellent manners.
• You also express this through your stylish sense of dress.
• You act in a goal-oriented manner in alignment with the client’s interests.
• You are open to digital innovations and AI and support your clients through their digital transformation.
• You are flexible in how you organize your work hours and in using all available sales channels—whether by phone, in person, or digitally.

That awaits you

• Support for professional development
• Remote work
• Particularly attractive retirement benefits
• No individual sales target agreements
• Employer-funded Deutschlandticket
• JobRad
• Christian values, social and ethical sustainability, and responsibility toward our customers
• Company sports club
• Cultural ties to the church, social welfare organizations, and the social economy

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Contact

Location

Schwanenwall 27, DE-44135 Dortmund