Job offer
Investment and pension advisor, deputy head of sales
Clientis Spar- und Leihkasse Thayngen is seeking a dedicated and long-term-oriented individual to serve as an Investment & Retirement Planning Advisor and Deputy Head of Sales. The position involves providing comprehensive advice to private clients in the areas of investments and retirement planning and offers exciting and varied responsibilities in the development of the client portfolio.
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 advising clients on investments and retirement planning
- 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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