Private Client Advisor

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, with the support of experienced client advisors, provide them with expert guidance from the outset. - After a comprehensive training period, you will manage and serve your own clients and build a client portfolio consisting of investment and mortgage clients. - You have a keen sense for finding optimal solutions. This helps you secure long-term client relationships and make a strong impression on new clients. - In your advisory work, you also rely on innovative tools and apps. In 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 an understanding of equipment, - Enjoy working with people, - Passion for sales and a strong service orientation, - Commitment to success, - Very good German and English skills

We offer

The Career Checkpoint Program You may be asked to demonstrate your skills. We are passionate about 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. 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.