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, 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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