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

The core responsibilities include:

• They understand the diverse needs of our customers precisely and advise them competently.
• After a comprehensive training period, you will manage and process your own portfolio of investment and mortgage accounts.
• You have a keen sense for optimal solutions. This enables you to secure long-term customer relationships and score points with new customers.
• They encourage customers to use our digital products and provide support to help them do so.

Requirements

We would like to see:

• Business training, ideally with knowledge and experience in investment and client services
• In-depth understanding of investment and client services
• Enjoy dealing with people, confident and professional demeanor
• Passion for sales and high service orientation
• Dedicated commitment to success
• Very good knowledge of German and English

We offer

We foster an inclusive culture that brings out the best in our employees, no matter where they are in their careers. We offer new challenges, a supportive team, opportunities for growth, and, whenever possible, flexible working arrangements. We are committed to the inclusion of people with disabilities and strive to make our application process accessible to everyone.