Job offer
Client advisor for financial services
Bank EFK AG is looking for a Client Advisor Financial Services to provide personal support and long-term assistance to demanding clients, as well as to acquire new clients and provide comprehensive advice. The position offers a broad range of responsibilities, a motivated team and attractive employment conditions in the city of Bern.
Job description
Client advisor for financial services (80 - 100%)Your tasks
- Personal support and long-term assistance for demanding customers from an existing portfolio
- Active expansion of the network and targeted acquisition of new customers
- Comprehensive advice and expert support for our clients in all real estate transactions: Financing, purchase/sale, taxes, subsequent refurbishments or renovations
- Comprehensive needs analysis in asset, pension and financial planning - in close cooperation with our specialists
Requirements
- Strong advisory skills and enjoyment of direct customer contact
- Entrepreneurial thinking, initiative and willingness to take responsibility and provide service
- Fundamental basic and securities knowledge (BVG, LVG, Pfr, IHK, CAMS or MAS, Swiss or country-specific)
- Personally, you impress with your openness, team spirit and creative flair
Your perspectives
- Working in a professional, motivated and collegial team
- Broad, varied area of responsibility with scope for decision-making and creativity
- Entrepreneurial working environment in which you can contribute your strengths
- Individual support through training and further education - also with a view to future specialist or management roles
- Attractive employment conditions and additional benefits
- Workplace in the middle of the city of Bern
Job details
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