Private Client Advisor (f/m/d)

Job description

Tasks

• Advising clients on pension provision, insurance, retirement and investment issues
• Building up your own customer book through targeted acquisition of new customers
• Recognizing and exploiting customer potential through active and continuous management of the customer portfolio
• Collaboration in target group-specific marketing measures such as campaigns, events and representative tasks

Requirements

• Proven professional experience in advising credit and mortgage clients with an affinity for investment and pension business
• Strong customer and sales-oriented thinking and acting
• Independent and responsible way of working
• Ability to work in a team, initiative, flexibility and a winning demeanor

We offer

• A family environment in a banking group
• Promotion of personal and professional development