Client Advisor:in Assets Private Clients

Job description

Kundenberater:in Vermögen Privatkunden 80% - 100% | Vertrieb und Kundenberatung | Meilen | Berufserfahrne

Tasks

• 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 projects
• Möglichkeit der Übernahme von Ausbildtätigkeiten oder einer Spezialistenfunktion in den Bereichen Finanzieren, Anlagen oder Vorsorgen

Requirements

• Bankfachaubildung (oder gleichwertige Ausbildung) sowie entsprechende Weiterbildung (HF, FH, etc.)
• Sound experience in supporting wealthy private clients and very good financial knowledge
• Teamfähigkeit und Bereitschaft, die extra Meile zu gehen, um ambitionierte Team-Wachstumsziele zu erreichen
• Empathy, authenticity and emotional intelligence for an emotional customer experience in all areas of life
• Affinity for and enjoyment of using digital technologies in the advisory process
• Openness and willingness to change

We offer

• Customer care in an interesting and demanding catchment area
• In a joint dialog on the topic of "Performance & Development", we work out a plan for your personal development.
• We promote interdisciplinary cooperation with other specialist areas and an entrepreneurial approach.
• Flexible annual working hours, modern working models, a salary in line with the market and a wide range of additional benefits