Job offer
Investment and pension advisor, deputy head of sales
Clientis Spar- und Leihkasse Thayngen is seeking a dedicated individual to fill the position of Investment & Pension Advisor, Deputy Head of Sales, to provide comprehensive advice to private clients in the areas of investments and pensions. The position offers exciting and varied work in the development of the client portfolio.
Job description
Tasks
- 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.
- Establishing and maintaining long-term customer relationships
- Collaboration in market development measures and performing representative tasks
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
We 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
Details
- Workload: 80-100%
- Location: Thayngen
Job details
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