Job offer
Personal Financial Advisor, Bauma (80% to 100%)
Bank Avera is seeking a motivated and reliable individual to serve as a Personal Banking Advisor (80% to 100%) for its Bauma branch network, with the goal of attracting new customers and strengthening existing customer relationships. The position requires advanced expertise in banking and finance, as well as a strong customer focus and an entrepreneurial mindset.
Description
As a Personal Financial Advisor in Bauma (80% to 100%), you will manage your own client portfolio at a branch location or within a network of branches.Your tasks
- Acquiring new customers and actively expanding the customer base to further strengthen the bank’s position in the modern banking sector
- Managing your own client portfolio and providing comprehensive advice to assigned individual clients in the areas of budgeting and saving, financing, investing, and retirement planning
- Identifying customer needs and actively marketing products and services tailored to those needs
- Maximizing and further developing existing customer relationships, and referring customers who require consulting services to the appropriate internal departments
Requirements
- Advanced, specialized expertise in the areas of budgeting and saving, financing, investing, and retirement planning
- Several years of experience managing a client portfolio
- Strong customer focus and an entrepreneurial mindset
- Strong sales skills, sales-oriented, skilled at negotiation, and adept at closing deals
- Enthusiastic, communicative, outgoing, and personable
- Efficient and precise work methods
- Proactive, ready to take on challenges, and flexible
Job details
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