Private Client Advisor (all)

Job description

Private Client Advisor (all) 80–100% Permanent position (open-ended) • Immediately or by agreement

Tasks

• Together with your team, you will be responsible for developing and expanding existing customer relationships.
• With your winning and cheerful manner, you easily inspire new customers and get them excited.
• You enjoy participating in marketing events and occasions.

Requirements

Basic requirements

• At least 2 to 3 years of customer service experience
• Completed vocational training (EFZ) Bank
• German (negotiable)

Desired qualifications

• Thanks to your experience in private consulting, you have a good level of expertise in the areas of investment, financing, and retirement planning.
• Flair for actively building customer relationships and maintaining them over the long term.
• Experience in the successful acquisition of new customers.
• A flair and enjoyment for identifying customer needs and inspiring them with the right financial solutions.

We offer

• promotion
• Social benefits: Optimal coverage in case of illness and accident "Private client advisor"
• Employee benefits: Generous annual Christmas bonus