Private Client Advisor

The role

Are you a proactive, outgoing person who thrives 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 service, feels at home in the digital world, and can take on the following tasks:

• You will manage and process your own client portfolio with investment, pension and/or mortgage clients.
• They understand the diverse needs of our customers precisely and advise them competently.
• You have a keen sense for optimal solutions. This enables you to secure long-term customer relationships and score points with new customers.
• You actively approach your customers and create a customer proximity that enables you to exploit further potential.
• 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.

What we wish for

• Commercial training, ideally with further training in the field of financial services
• Knowledge of the local market and fintechs
• In-depth understanding of investment and asset management consulting
• Enjoy dealing with people
• Passion for sales and success
• Dedicated commitment
• Fluent German and good knowledge of English

We offer

We are passionate about putting our employees first by offering them new challenges, a supportive team, opportunities for development, and, where possible, flexible working conditions. Our inclusive culture brings out the best in our employees, no matter where they are in their career journey.