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