Private Client Advisor / Relationship Management

The role

Are you a proactive, outgoing person? And do you really shine when advising customers using the latest technologies? If so, please get in touch with us. We’re looking for a colleague who has a knack for understanding customer needs and feels right at home in the digital world.

Tasks

- You accurately identify the diverse needs of our customers and provide them with expert advice. - After a comprehensive training period, you will manage and process your own portfolio of investment and mortgage customers. - You have a keen sense for optimal solutions. This enables you to secure long-term customer relationships and score points with new customers. - You also rely on innovative tools and apps in your consulting work. In this way, you take customers with you on our journey into the future: you encourage them to use our digital products and support them in doing so.

Requirements

- Business training, ideally with knowledge and experience in business administration - In-depth understanding of investment and mortgage clients - Enjoy working with people, a passion for sales, and a commitment to high service standards - A strong commitment to the company’s success - Excellent German and English language skills

We offer

We offer a supportive environment, opportunities for growth, and 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 accessible to everyone.