Investment Advisor (f/m/d)

Job description

Your tasks:

• You advise our clients competently and comprehensively on investment matters - always in line with our bank's strategic and regulatory requirements.
• You develop individual investment solutions that are tailored to the personal goals, wishes and life situations of our clients.
• You actively cultivate your customer relationships, recognize potential and use it systematically.
• You increase volumes and productivity through a customer-oriented approach and targeted cross-selling and up-selling.
• You are involved in target group-specific campaigns, events and contact campaigns.

Your strengths:

• You have completed a banking apprenticeship or have a comparable qualification.
• You have sound further training in the financial sector and several years of experience in investment advice with a corresponding client portfolio.
• You are personable and convincing and act independently and responsibly.
• You are enthusiastic about working in a team and have a positive, motivating manner.
• You are customer-oriented and have a keen sense for consulting and sales.

We offer:

• We provide space for personal and professional development.
• We promote personal and professional development.
• We live a responsible corporate culture.
• We work openly, agilely and on a first-name basis.
• We make "healthy living & working" a program.