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

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 inform customers about our offers.
• You are an important point of contact for our customers.

What we wish for

We are looking for someone with:

• Business training, ideally with additional training in computer science
• Knowledge of the local market and finance
• In-depth knowledge of computer science
• Enjoys interacting with people; has a confident and engaging attitude
• A Passion for Professional Success
• Active Commitment to Success
• Fluent German

We offer

We offer you a supportive environment where you can put your skills and experience to work. 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.