Client Advisor:in Assets Private Clients

Job description

Tasks

• Realizing a long-term build-up of trust and the preservation of assets on the occasion of the generation change
• Selling standardized products and services in the areas of financial transactions, investments, pensions and real estate financing
• Performing demanding representation tasks and participating in customer events
• Opportunity to take on training activities or a specialist function in the areas of financing, investing or pensions
• Participation and collaboration in internal projects

Requirements

• Banking training or equivalent training
• Completed further training e.g. FA Financial Planner / Bachelor in Banking & Finance etc. or in training to do so
• Experience in looking after wealthy private clients
• Affinity for and enjoyment of using digital technologies in the advisory process
• Ability to work in a team, openness and willingness to change
• Empathic, authentic and emotional manner

We offer

• Mutual support, team spirit and independent work
• Takeover of an exciting customer book
• As part of the Performance & Development Dialog, we work out a development plan together and support your further development
• Access to internal and external networks and mentoring programs (e.g. our Talent Community, Queers & Peers, Fondsfrauen membership, Netzwerk "Mensch" and others)
• Attractive overall package with extensive fringe benefits and perks from A for pension provision to Z for ZVV bonus pass