Job offer
Individual client advisor with a focus on investment / pension provision
Leihkasse Stammheim AG is looking for a committed and service-oriented person as an individual client advisor with a focus on investments / pensions. The position involves providing comprehensive advice to customers with a focus on investments and pensions as well as actively managing the customer portfolio.
Job description
Individual client advisor with a focus on investments / pensions (50 -100%)Area of responsibility
- Comprehensive, needs-based advice with a focus on investment and pension provision
- 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 efficient working style
We offer
- Varied and responsible work in our regionally anchored bank
- Motivated team, short decision-making processes and appreciative corporate culture
- Good employment conditions
- Modern and needs-based advisory infrastructure
Job details
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