Private Client Advisor / Relationship Management

The role

Are you 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 and feels at home in the digital world.

Tasks

* You accurately identify the diverse needs of our clients and provide them with expert advice. * After a comprehensive training period, you will manage and serve your own portfolio of investment and mortgage clients. * You have a keen sense for finding optimal solutions. This helps you build long-term customer relationships and win over new clients. * In your advisory work, you also rely on innovative tools and apps. This way, you take clients along 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 investment and asset management * A solid understanding of investment and asset management * A passion for working with people, a drive for sales, and strong service and communication skills * A commitment to the company’s success * Excellent German and English language skills

We offer

* Challenging and varied work * A supportive and inclusive culture * Opportunities for growth and flexible working conditions * An inclusive and accessible work environment for people with disabilities