Job offer
Advisor for private clients
As a Private Client Advisor at Vollait, you will support private clients in the areas of financing, investing and pensions and have the opportunity to develop into a business client advisor. You will build up your own customer and sales portfolio and continue to develop relationships.
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 customer and sales portfolio and develop it further as a relationship builder
- (is it possible to learn how to advise SMEs in an independent career path)
Requirements
- banking training and several years of experience, especially in the credit sector, or previous experience in insurance
- up-to-date specialist knowledge and completed vocational training in the financial or service sector
- Strong communication skills, goal and service orientation
- Enjoy daily customer contact and recognize consulting needs and expectations
- a broad network of contacts
We offer
No explicit benefits mentioned.Further process
- Confirmation of receipt
- Checking the dossier
- Job interview
- Offer and contract
Job details
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