Retail Client Advisor, Burgdorf (80%)

Tasks

• You will provide guidance to clients on retirement planning, investments, and wealth management.
• You advise customers on retirement planning and investments, and arrange financing for a bank account.
• For example, you'll provide support in trading and customer service in asset management and in focusing on Twint.
• You maintain constant contact with your customers and your colleagues in retail, ensuring excellent service quality.
• You will support our processes in asset management and corporate affairs.

Requirements

• A confident, communicative, and upbeat personality
• Work Experience in Financial Services
• Knowledge of the fundamentals of banking
• Interest in consulting or other areas of the bank
• Staying Safe in the Digital World