Private Client Advisor

Job description

Tasks

• Recognizing and exploiting customer potential through active and consistent management of the personal customer portfolio
• Ensuring competent advice on financial matters (assets) and standardized advice on investments and pensions
• Development of needs-based solutions, taking into account the customer's individual solution situation and within the scope of the segment-specific product range
• Expansion of the existing customer base through targeted acquisition of new customers
• Collaboration in target group-specific marketing and sales measures such as campaigns, promotions and representative tasks

Requirements

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

We offer

• Two locations and fast decision-making processes
• Familiar atmosphere and team support
• Flexible working hours, working time and home office
• Further training opportunities and targeted promotion of junior staff with a fair performance bonus
• Top-equipped workstations
• An established team in a modern bank

Corporate culture

• We give room for initiative
• We promote personal and professional development
• We offer flexible working time models
• We do meaningful and varied work