Job offer

CUSTOMER ADVISOR FINANCING

Bank EEK is looking for a Client Advisor Finance to provide comprehensive advice and long-term support to discerning clients in all real estate transactions. The position offers a varied job in a motivated team with scope for decision-making and creativity.

Job description

Client 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 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, results orientation and a willingness to take on responsibility
  • Sound basic and advanced training (e.g. HWV, NDS, CAS, DAS or MAS, completed or ongoing)
  • Personally, you impress with your openness, team spirit and creative drive

Your perspectives

  • Working in a professional, motivated and collegial team
  • Broad, varied area of responsibility with scope for decision-making and creativity
  • A corporate culture in which you can contribute your ideas
  • Individual development 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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