Affluent Private Client Advisor

Your tasks

• Counseling on life situations—in collaboration with in-house specialists, if necessary
• Sale of standardized products and services in the areas of real estate financing, retirement planning, and money transfers
• Handling all front-office administrative tasks
• Securing a long-term sales deal and ensuring the next generation inherits the family's wealth
• Performing high-profile representative duties, such as participating in client events
• Opportunity to take on training responsibilities or a specialized role in the areas of finance, investing, or retirement planning

Your profile

• Completed banking training or equivalent training
• Continuing education, e.g., HFBF / Certified Financial Planner / Bachelor's degree in Banking & Finance
• Extensive experience in providing personalized service to high-net-worth private clients
• Ability to work as part of a team and willingness to go the extra mile to achieve ambitious goals
• An affinity for and enjoyment of using digital technologies in the consulting field
• You'll make a great impression with your trustworthy, communicative, and honest nature
• Your strong sales-oriented personality with a keen sales instinct

Our offer

• An outstanding, customer- and performance-oriented work environment with competent colleagues
• As an employer, we care deeply about your career, which is why we actively support you
• Access to internal and external networks and mentoring programs (e.g., Fondsrauen membership, the "Mensen" network, and others)
• Long-term prospects in a stable, sustainable environment at one of the world's largest universal banks
• An attractive overall package with comprehensive benefits and various perks (e.g., retirement plan up to 2, such as the ZBV BonusPass)