Client Advisor / Financial Planner (m/f) for Business and/or Private Clients

Tasks

- Acquiring new clients - Providing personalized advice - Identifying solutions and implementing the appropriate products and services, with a focus on either lending and/or investment and retirement planning, including financial planning.

Requirements

• Completed banking training with additional banking-specific education
• Professional experience in customer service
• Affinity for commercial clients and the pension business
• Strong customer and sales focus
• Enjoyment of proactive customer interaction
• Excellent verbal and written communication skills
• A resilient, service- and results-oriented individual with strong teamwork skills

We offer

• A diverse, varied, and meaningful role in a growing market
• Opportunities to make a creative impact in an exciting field with room for professional growth
• A positive, family-like environment with quick decision-making processes
• A good work-life balance thanks to flexible working hours and the option to work part-time
• Additional time off for work anniversaries, paid regional and state holidays, purchase of additional vacation days, and unpaid leave
• Comprehensive pension plan with a choice of retirement plans
• Attractive employee benefits for our products and services
• Support for professional and personal development
• Regular company events in a relaxed atmosphere