Affluent Private Client Advisor

La fonction

Are you a sociable person who takes initiative? Does advising customers on new technologies motivate you? To support our growth, we are looking for a colleague who has a flair for understanding customer expectations and feels at home in the digital world. Your main tasks will be as follows:

• vous identifiez précisément les besoins des clients et conseillez les manière compétente

Notre équipe

You are part of the consulting team

Ce que nous souhaitons

• formation commerciale, idéalement
• knowledge of the local market
• in-depth knowledge of investments, mortgages, and retirement planning
• enjoyment of human contact
• a passion for sales and a strong desire
• engagement actif pour le succès de

Pourquoi nous choisir

We know that our employees—with their diverse skills, experiences, and backgrounds—are the driving force behind our continued success. We are passionate about putting our employees first by offering them new challenges, a supportive team, opportunities for growth, and, whenever possible, flexible work arrangements. Our inclusive culture brings out the best in our employees, no matter where they are in their careers. We also incorporate artificial intelligence (AI) to work smarter and more efficiently. We also know that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we are stronger. We are committed to the inclusion of people with disabilities, and we do everything we can to make our application process accessible to everyone.