Job offer
Personal Financial Advisor (Bauma)
Avera Bank is seeking a dynamic individual to serve as a personal banking advisor in Bauma, with a focus on maintaining, fostering, and strengthening customer relationships. The role involves managing a personal client portfolio, acquiring new clients, and actively expanding the client base.
Tasks
- Acquiring new customers and actively expanding our customer base to further establish our position in modern banking
- 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
- Leveraging and further developing existing customer relationships, and targeting customers whose needs go beyond the available internal offerings
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
- Proactive, ready to take on challenges, and flexible
We offer
No information available.Job details
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