Junior Private Client Advisor / Client Advisor (f/m/d)

Job description

Junior Private Client Advisor / Client Advisor (f/m/d)

Tasks

• Entry into team customer consulting with the aim of taking over your own customer book (be) or customers in 2-3 years
• Business advice for our clients on all financial matters (basic advice, financing, investments, pensions, mortgage advice and referral to a list of specialists)
• Proactive development of existing customer relationships through active contact
• Targeted support for new customers through market and referral management

Requirements

• Commercial training, banking or insurance sector
• Several years of professional experience, for example in the field of banking/customer advisory services
• High willingness to learn and quick comprehension
• Self-motivation and willingness to approach our customers proactively
• Create reliability, commitment and team spirit as defining character traits
• Independent, precise and efficient way of working
• A connection to our region is desirable

We offer

• We promote personal development
• We do meaningful and varied work
• We give room for initiative
• We stand up for attractive conditions and social benefits