Customer advisor

The role

Are you a proactive, outgoing personality? And do you thrive on advising customers using the latest technologies? Then get in touch with us. We are looking for a colleague who has a flair for customer concerns and feels at home in the digital world.

Tasks

* You accurately identify the diverse needs of our clients and provide them with expert advice. * After a comprehensive training period, you will manage and serve your own portfolio of investment and mortgage clients. * You have a keen sense for finding optimal solutions. This allows you to secure long-term customer relationships and precisely meet the needs of new clients. * In your advisory work, you also rely on innovative tools and apps. In this way, you take clients along on our journey into the future: you encourage them to use our digital products and support them in doing so.

Requirements

* Business training; knowledge and experience in investment and lending is ideal and considered a plus * Solid understanding of investment and lending * Enjoy working with people; confident and professional demeanor * Passion for sales and a strong commitment to customer service * Dedication to success * Excellent German and English language skills

We offer

* A chance to see if we’re a good fit * A supportive team * Opportunities for growth * Flexible work arrangements, when possible * An inclusive culture that brings out the best in our employees * The opportunity to use artificial intelligence (AI) to work smarter and more efficiently * An inclusive environment that welcomes people with disabilities