Private Client Advisor (a)

Job description: Private Client Advisor (a)

What you can expect

• You are ready to take on your own extensive customer portfolio and to maintain and expand it with a lot of heart and expertise.
• You enjoy advising and supporting your customers in "financing", "pension and investment matters".
• You assist them with the financing of their properties (inheritance division buildings, home purchases) and offer them standardized offers/investments.
• Together with experts, you show your clients their long-term prospects by means of clear pension and retirement concepts, income and wealth planning.
• You also enjoy acquiring new customers.

What you bring with you

• You have completed your basic business training with a vocational baccalaureate (e.g. "Bankfachwirt*in", HWV) or with a baccalaureate/UAS with a specialization in business administration & finance.
• You have knowledge in the areas of financing, pensions and investments and have already gained several years of professional experience in consulting and support and impress with your consulting skills.
• You take responsibility and approach people proactively. You are not just a "consultant", but also a host.
• An easy day for you is when you can meet your own requirements, whether in your day-to-day business or elsewhere within the scope of your Work Smart opportunities.
• Cooperation in a team is just as important as an independent and solution-oriented way of working.

Total remuneration and fringe benefits

• Competitive total remuneration.
• Further education contributions.
• Discounts on banking transactions and retro money.
• Free SBB Half-Fare travelcard.