Job offer

Individual client advisor with in-depth investment knowledge

Ersparniskasse Schaffhausen is looking for an Individual Client Advisor with in-depth investment knowledge for its head office in Schaffhausen to provide comprehensive and holistic advice to clients and build long-term client relationships. The position offers a personal and challenging challenge in a dynamic team.

Job description

Your tasks

  • Targeted acquisition of new customers / expansion of the existing customer base
  • Independent, results-oriented support of your own customer portfolio of individual customers with a focus on investments
  • Ensuring competent and comprehensive advice on the topics of financing and pensions
  • Development of long-term customer relationships
  • Independent development of investment strategies
  • Representation of the bank at client events

Your profile

  • Completed banking apprenticeship and higher banking training
  • Proven experience in the field of investment advice
  • Results-oriented action, acquisition and closing strength
  • Dynamic personality, regional network of contacts
  • Economically oriented for the continuous development of our area of responsibility

We offer

  • Locally anchored, motivated and team-oriented colleagues
  • Short decision-making processes
  • Varied and interesting area of responsibility with opportunities for further development
  • Attractive employment conditions

Job details

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