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