Affluent Client Advisor

The role

Are you a proactive, outgoing person? And do you really shine when advising clients using the latest technologies? Then get in touch with us! We’re looking for a colleague who has a knack for managing clients’ investments and feels right at home in the digital world.

Tasks

- After a comprehensive training period, you will manage and serve your own portfolio of investment and mortgage clients. - You will identify clients’ needs. - You will serve as a key point of contact for our clients.

What we wish for

- Business training (ideally) - Knowledge of the local market and finance - In-depth knowledge of information technology - Enjoy working with people; confident and personable attitude - Passion for professional success - Active commitment to success - Fluent German

Our offer

We offer a supportive team, opportunities for growth, and flexible working conditions. Our inclusive culture 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’re stronger.