Customer advisor

The role

Are you a proactive, outgoing person? And do you really shine when advising customers using the latest technologies? If so, please get in touch with us. We’re looking for a colleague who has a knack for understanding customer needs and feels right at home in the digital world.

Tasks

Your main responsibilities will be as follows:

• After a comprehensive induction period, you will manage and process your own client portfolio of investment and mortgage clients.
• They understand the diverse needs of our customers precisely and advise them competently.
• You have a keen sense for finding optimal solutions. This enables you to secure long-term customer relationships and precisely target new customers.
• You actively approach your customers and create customer proximity, which enables you to exploit further potential.
• You also rely on innovative tools and apps in your consulting work. This is how you take your customers with you on our journey into the future: you encourage them to use our digital products and support them in doing so.

Requirements

We would like to see:

• Business training, ideally with knowledge of the local market
• In-depth knowledge of investments
• Enjoys interacting with people, service-oriented, and conscientious
• A Passion for Tailored Consulting That Leads to Success
• Active involvement
• Fluent German

We offer

We are passionate about putting our employees first by offering them new challenges, a supportive team, opportunities for growth, and, whenever possible, flexible working arrangements. Our inclusive culture brings out the best in our employees, no matter where they are in their careers.