Customer Advisor: Private Customers Affluent

Job description

Tasks

• Goals and life situations, as needed, in collaboration with internal specialists
• Building trust and securing assets in the generation change
• Proactive sales of standardized products and services in the areas of investments, real estate financing, pensions and financial transactions
• Fulfillment of demanding representation tasks and participation in customer events
• Participation in internal working groups
• Opportunity to take on training activities or a specialist role in the areas of finance, investments, or pensions

Requirements

• Specialist banking training (or equivalent training) and corresponding further training (HF, FH, etc.)
• Experience in serving high-net-worth private clients
• Ability to work in a team and willingness to go the extra mile to achieve ambitious team growth targets
• Empathy, authenticity and emotional intelligence for an emotional customer experience in all situations
• Affinity for and enjoyment of using digital technologies in the advisory process
• Openness and willingness to change

We offer

• Support for customers in an interesting catchment area
• Collaboration in a successful and helpful team of 8 people
• In a joint dialogue on the topic of "Performance & Development," we will develop a plan for your personal development.
• We promote interdisciplinary cooperation with other specialist areas and an entrepreneurial approach
• Access to internal and external networks and mentoring programs (e.g., Queers & Peers, Fondsfrauen membership, "Menschen" network, and others)
• Attractive overall package with extensive fringe benefits and perks, from retirement provisions to the ZVV Bonus Pass.