Private Client Advisor (m,f,d)

Job description

Tasks

• Recognizing and exploiting customer potential through active and continuous support of the personal customer portfolio
• guarantee competent, standardized advice on payments, savings/investing and pensions
• Developing needs-based solutions, taking into account the individual needs, wishes, goals and life situations of customers and within the scope of the segment-specific product range
• Expansion of the existing customer base through targeted acquisition of new customers

Requirements

• Several years of broad experience in the private client sector with own client portfolio
• Emotional competence to build trust with customers
• Distinct customer and sales-oriented thinking
• Ability to work in a team, flexibility and resilience
• Sales flair and personable, winning demeanor

We offer

• We promote personal and professional development
• We foster a family environment in a dynamic organization
• We stand up for attractive conditions and social benefits
• We do meaningful and varied work