Job offer
Individual client advisor with a focus on investments / pensions
Leihkasse Stammheim AG is looking for a committed and service-oriented individual customer advisor with a focus on investments/pensions. The position offers a varied and responsible job in a regionally based bank with a motivated team.
Job description
Individual client advisor with a focus on investments / pensions (50 -100%)Tasks
- Comprehensive, needs-based advice with a focus on investments and pensions
- Recognizing and exploiting customer potential through active and continuous support of the customer portfolio
Requirements
- Sound knowledge and experience in investment and pension advice
- Knowledge of financial planning is an advantage
- Strong customer orientation, high social competence and good communication skills
- Open, committed and winning personality with high team orientation
- Precise, independent and fast working style
We offer
- Varied and responsible work in our regionally anchored bank
- Motivated team, short decision-making processes and an appreciative corporate culture
- Good employment conditions
- Modern and needs-based advisory infrastructure
Job details
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