Private Client Advisor / Relationship Manager - Full-time

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

The core responsibilities include:

• They understand the diverse needs of our customers precisely and advise them competently.
• After a comprehensive induction period, you will manage and process your own client portfolio of investment and mortgage clients.
• You have a keen sense for finding optimal solutions. This enables you to secure long-term customer relationships and precisely target new customers.
• You also rely on innovative tools and apps in your consulting work. This is how you take your customers with you on our journey into the future: you encourage them to use our digital products and support them in doing so.

Requirements

We would like to see:

• Business training, ideally with knowledge and experience in investment and client services
• In-depth understanding of the field
• Enjoys working with people; has a confident and professional demeanor
• Passion for sales and high service
• Dedicated commitment to success
• Very good knowledge of German and English

We offer

We offer a career development program and are passionate about putting our employees first by providing them with new challenges, a supportive team, opportunities for growth, and, whenever possible, flexible work arrangements. Our inclusive culture brings out the best in our employees, no matter where they are in their careers.