Private Client Advisor (with potential for advancement to executive management consulting)

Tasks

• Proactively assign responsibilities to authorized signatories and consultants—with a focus on advisory services in the areas of client support, wealth management, investments, and retirement planning—based on appropriate expectations.
• Apply proactivity, professionalism, and reliability in maintaining customer relationships as well as in managing internal and external projects.
• Work closely with female colleagues in career counseling.

Requirements

• A strong personality and a positive, enthusiastic attitude toward work, enabling you to keep up with professional clients.
• Professional experience in banking consulting, with a focus on communication, objectives, and market segments related to retirement planning and wealth management.
• Turn enthusiasm into action through innovative process management.