Client Advisor:in Assets Private Clients

Job description

Client Advisor Private Clients 80% - 100% | Sales and Client Advisory | Meilen | Professional experience

Tasks

• Building trust and securing assets in the generation change
• Proactive distribution of standardized products and services in the areas of investments, real estate finance, pensions and financial transactions
• Fulfillment of demanding representation tasks and participation in customer events
• Participation in internal projects
• Possibility of taking on training activities or a specialist function in the areas of financing, investments or pensions

Requirements

• Specialist banking training (or equivalent training) and corresponding further training (HF, FH, etc.)
• Sound experience in supporting wealthy private clients and very good financial knowledge
• Ability to work in a team and willingness to go the extra mile to achieve ambitious team growth targets
• 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

Our offer

• Customer care in an interesting and demanding catchment area
• Collaboration in a successful and helpful team
• 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