Job offer
Client Advisor Financing
Bank EEK is looking for a Customer Advisor for Financing to provide personal support and long-term assistance to demanding customers, as well as to acquire new customers and provide comprehensive advice. The position offers a broad range of responsibilities, a collegial team and attractive employment conditions in the city of Bern.
Job description
CUSTOMER ADVISOR FINANCING (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 matters: financing, purchase/sale, taxes, inheritance, refurbishments or renovations
- Comprehensive needs analysis in "asset, pension and financial planning - in close cooperation with our specialists
Your requirements
- Strong advisory skills and enjoyment of direct customer contact
- Entrepreneurial thinking, initiative and a willingness to take on responsibility
- Sufficient basic and securities knowledge (e.g. CAMS, DAS or MAS, successful or ongoing)
- 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 ideas
- 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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