Customer consulting / relationship management

The role

Do you have a proactive, outgoing personality and do you thrive on advising customers using the latest technologies? Then get in touch with us. We are looking for a colleague who has a flair for customer concerns, feels comfortable in the digital world and can take on the following tasks:

• You will manage and process your own client portfolio with investment and/or mortgage clients.
• They understand the diverse needs of our customers precisely and advise them competently.
• You have a keen sense for optimal solutions. This enables you to secure long-term customer relationships and score points with new customers.
• You actively approach your customers and create a customer proximity that enables you to exploit further potential.
• They encourage you to use our digital products and support you in doing so.

Here's what we expect from you

• Business training, ideally in the insurance or finance sector
• Knowledge of the local market and financial products
• In-depth understanding of investments and retirement planning
• Enjoyment of working with people, a service-oriented mindset, and an affinity for
• A passion for sales and high-quality service
• Dedicated commitment to success
• Fluent German and good knowledge of English

We offer

We offer flexible working conditions. Our inclusive culture brings out the best in our employees, no matter where they are in their careers. We use artificial intelligence (AI) to work smarter and more efficiently. We are committed to the inclusion of people with disabilities and strive to make our application process more accessible to everyone.