Private Client Advisor in the area of PKI and PKB with counter activities

Job description

Private Client Advisor in the area of PKI and PKB with counter activities

Tasks

• Needs-based, individual, holistic and solution-oriented support for our customers in the savings, payments, investment and pensions segments
• Manage, build and expand your own client portfolio and further develop your consulting fees
• Co-supervision of the client portfolio of the advisory team
• Professional and needs-based advice on our products and services
• Reception and customer care as well as processing incoming correspondence, including the processing of correspondence
• Identifying needs and referring customers to the relevant specialist advisor

Requirements

• Completed banking training and practical experience in customer advisory services
• Knowledge of investment advice for asset
• Enjoy direct customer contact - you try to inspire people
• A confident, professional appearance - no matter how hectic it gets
• Teamwork is more than just a word for you - you like to work together to achieve goals
• Flexibility, helpfulness and a positive attitude
• Good communication skills - you can express your ideas clearly and concisely

We offer

• A varied role with development opportunities
• Modern remuneration
• A warm, open-minded team that enjoys its work and celebrates successes together
• Modern offices