Customer advisor

The role

Are you a proactive, outgoing person? And do you really shine when advising customers using the latest technologies? If so, please get in touch with us. We’re looking for a colleague who has a knack for understanding customer needs and feels right at home in the digital world.

Tasks

- After a comprehensive training period, you will manage and serve your own portfolio of investment and mortgage clients. - You will accurately identify the diverse needs of our clients and provide them with expert advice. - You have a keen sense for finding optimal solutions. This allows you to build long-term client relationships and make a positive impression on new clients. - You’ll proactively engage with your clients and build close relationships that allow you to tap into further potential. - In your advisory work, you’ll also leverage innovative tools and apps. This way, you’ll take clients along on our journey into the future: you’ll encourage them to use our digital products and support them in doing so.

Requirements

- Business training, ideally with knowledge of the local market - In-depth knowledge of the investment sector - Enjoy working with people, a service-oriented mindset, and a winning attitude - Passion for providing tailored advice that leads to success - Active commitment - Fluent German

We offer

Our inclusive culture brings out the best in our employees, no matter where they are in their careers. We offer new challenges, a supportive team, opportunities for growth, and, whenever possible, flexible work arrangements. We use artificial intelligence (AI) to work smarter and more efficiently. We also know that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re stronger.