Job offer
Investment and pension advisor, deputy head of sales
Clientis Spar- und Leihkasse Thayngen is seeking a dedicated professional to serve as an Investment & Retirement Planning Advisor and Deputy Head of Sales, working 80–100% of full-time hours in Thayngen. The role involves providing comprehensive advice to private clients on investments and retirement planning, as well as developing personalized financial plans.
Your area of responsibility
- Comprehensive advice for our private clients, particularly in the areas of investments and pensions, including the creation of individual financial plans to achieve client goals
Requirements
- Banking training, ideally with further training as a financial planner with federal certification
- Experience in customer consulting in investments and pensions
- High level of initiative, strong customer focus, and connection to our market area
Our offer
- Exciting and varied activities in the development of the customer portfolio
- Motivating corporate culture and short decision-making processes
- Promotion of internal and external further training
Job details
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