Group Leader Financial Advisor

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Job Description

Hannover, GermanyHQ

We are seeking a Group Leader Financial Advisor, a role crucial for steering our team of financial advisors and ensuring the delivery of top-tier financial advice to our clients. This position requires a combination of strong leadership skills, deep financial knowledge, and a commitment to upholding Expance’s standards of excellence.

About Expance:

At Expance, we specialize in providing expert financial advice to English-speaking expatriates in Germany. Our mission is to empower our clients by offering personalized financial solutions that cater to their unique needs. As a growing company, we are looking for passionate individuals to join our team.

Key Responsibilities:
  • Lead, mentor, and manage a team of financial advisors, fostering a culture of excellence, collaboration, and continuous improvement.
  • Oversee the creation and implementation of comprehensive financial plans, ensuring they meet the highest standards of quality and effectiveness.
  • Conduct regular team meetings and training sessions to enhance skills and knowledge.
  • Monitor and evaluate team performance, providing feedback and guidance to ensure professional growth and achievement of goals.
  • Develop and maintain strong relationships with key clients, offering advanced financial advice and managing complex portfolios.
  • Stay informed of the latest financial trends, products, and regulations to ensure the team is providing the most current and effective advice.
  • Collaborate with senior management to align the team’s goals with the overall objectives of the firm.
  • Drive business development efforts, identifying new opportunities and strategies to grow and enhance client services.
Qualifications:
  • Bachelor’s or Master’s degree in Finance, Economics, Business Administration, or a related field.
  • Professional certification such as Certified Financial Planner (CFP) or similar.
  • A minimum of 10 years of experience in financial planning or wealth management, with proven leadership experience.
  • Strong track record in developing financial strategies and managing client relationships.
  • Excellent leadership, communication, and interpersonal skills.
  • Deep understanding of financial markets, investment strategies, and regulatory environment.
  • Proficiency in financial planning software and Microsoft Office Suite.
What We Offer:
  • A leadership role in a dynamic, growth-oriented environment.
  • Opportunities for professional development and career progression.
  • Competitive compensation package, including incentives and benefits.
  • The opportunity to impact the financial health and success of our clients significantly.
How to Apply:

Interested candidates should submit their resume along with a cover letter explaining why they are a good fit for this position. Applications should be sent to apply@expance.de.

Expance is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Meet me

I look forward to your application and the upcoming interview.

Nadine Puralli
Nadine Puralli
HR Manager