Affluent Private Client Advisor

Tasks

• Ideal advice and support for high-net-worth private clients
• Takeover of an exciting and well-managed client portfolio with attractive new business opportunities
• The Use of Digital Technologies in the Consulting Process

Requirements

• Banking training or equivalent education, as well as completion of advanced training (e.g., FAG/Planner, Bachelor's degree in Banking & Finance, etc.)
• Professional experience in serving high-net-worth private clients, with a good understanding of the financing and investment business
• An affinity for and enjoyment of using digital technologies in the consulting process
• Genuine team spirit, a dedicated work ethic, and a strong commitment to our goals
• An empathetic, authentic, and emotional approach that leads to a great customer experience in all situations

We offer

• Mutual support, team spirit, and working independently
• As part of the Performance & Development Dialogues, we’ll work together to develop a development plan and support your professional growth
• Access to internal and external networks, mentoring and support programs, and sports clubs