Job offer
Retail Client Advisor* in Bauma (90 to 100%)
Avera Bank is seeking a motivated individual to serve as a Personal Banking Advisor (90–100%) at its Bauma branch to manage and expand their own client portfolio in retail banking. The position requires several years of sales experience, particularly in the insurance sector, as well as a strong customer focus and business development skills.
Tasks
- Acquiring new customers and actively expanding the customer portfolio
- Managing your own client portfolio and providing comprehensive advice to assigned individual clients in the areas of budgeting and saving, personal finance, investing, and retirement planning
- Identifying and understanding customer needs and selling products and services tailored to those needs
- Establishing, managing, and developing existing relationships, and referring clients with specific needs to the appropriate internal teams (Private Banking, Corporate Clients, Asset Management/Trust Services, Insurance Division, Sales Partners)
Requirements
- Advanced, specialized knowledge in the areas of budgeting and saving, financial products, investments, and retirement planning
- Several years of professional experience (5–10 years) in sales, particularly in the insurance industry
- Several years of experience managing a client portfolio
- Strong customer focus and entrepreneurial mindset
- Strong sales development skills, sales-oriented, skilled at negotiating, and able to close deals
- Enthusiastic, communicative, outgoing, and personable
- Efficient and precise work
- Proactive, ready to take on challenges, and flexible
We offer
- Beautiful, modern office space
- Competitive, above-average salary
- Six weeks of vacation
Job details
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