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 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 relevant knowledge and experience, and a customer-focused approach - A solid understanding of accounting - A passion for working with people - A passion for sales and a strong commitment to service - A dedicated commitment to success - Excellent German and English language skills

We offer

We are passionately committed to putting our employees first by offering them new challenges, a supportive team, opportunities for growth, and, whenever possible, flexible working conditions. Our inclusive culture brings out the best in our employees, no matter where they are on their career path. And we use artificial intelligence (AI) to work smarter and more efficiently. We also know that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re stronger. We’re committed to the inclusion of people with disabilities and strive to make our application process accessible to everyone.