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.
• 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

The requirements include:

• Business training, ideally with knowledge and experience in investment and client services
• In-depth understanding of investments and clients
• 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 use artificial intelligence (AI) to work smarter and more efficiently. We also know that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we are stronger. We are passionate about putting our employees first by offering them new challenges, a supportive team, opportunities for growth, and flexible working conditions.