Job offer
PRIVATE CUSTOMER ADVISOR (M/F) – INDIVIDUAL
Theatinerbank is seeking a private client advisor to provide comprehensive client support and manage a portfolio of clients. The position is based in Romanshorn and is available on a part-time basis (80–100%).
Tasks
- You are dedicated to providing comprehensive support to private clients in the areas of financing, investments, and retirement planning
- You manage your own client portfolio, assess financial situations during consultations, and determine individual needs
- Processing applications for new customers
- You will represent our bank at events and in our marketing efforts
Requirements
No specific requirements mentioned.We offer
- A wide range of responsibilities in a great work environment
- Education and Training
- Work-Life Balance
- Vacations and Leisure
- Preferential terms on banking products
Job details
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