Job offer
Advisor for private customers (with potential for development into business customer consulting)
We are looking for a Private Client Advisor to advise clients in the areas of financing, investing and pensions and to build up their own client portfolio. The position offers development potential in business customer consulting.
Job description
Tasks
- the competent contact person for private clients and provide them with comprehensive advice in the financing, investment and pension provision segments
- Establish and build up your own client/consulting portfolio and further develop your network of relationships
- (there is the possibility of learning from self-employed persons and SMEs in an internal junior program)
Requirements
- banking training and several years of experience, especially in the credit sector, but also in payment transactions, in advisory services or as a customer advisor
- up-to-date specialist knowledge and completed further training in the credit sector (e.g. business administrator, qualified financial specialist)
- Service orientation/performance
- Strong communication skills, goal and result orientation
- Enjoying daily customer contact and recognizing needs and expectations
- A broad network of relationships
We offer
(no explicit benefits mentioned)Application process
- Confirmation of receipt
- Checking the dossier
- Interview
- Offer and contract
Job details