Private client advisor (with potential for development into business (client consulting)) 80–100%

Job description

Private Client Advisor (with potential for development into business (client consulting)) 80–100% Seengen/Seon

Tasks

• the competent contact person for private clients and advise them on business-related matters in the areas of financing, investing, and retirement planning
• Taking on responsibility and learning about SMEs in an independent expansion program and SMEs in an internal junior program
• build up your own customer and consulting portfolio and further develop your network of contacts

Requirements

• a banking education and several years of experience, especially in the credit sector
• Up-to-date specialist knowledge and completed further training in the banking sector
• Strong communication skills, goal and service orientation
• Enjoying daily customer contact and recognizing needs and expectations
• a broad network of contacts

We offer

(no explicit benefits mentioned)

Further process

• Confirmation of receipt
• Checking the dossiers
• Job interview
• Offer and contract