Senior Private Client Advisor

Job description: Private Client Advisor Senior

Your tasks

• Needs-oriented, individual, holistic and solution-oriented advice for our customers
• Taking over an existing client portfolio with the responsibility of developing it systematically and sustainably
• Active advice and support for your client portfolio in the areas of investments and pensions (financing is provided by the central department for corporate and private clients)
• Active cooperation in outbound and marketing processing measures
• Collaboration in the back office: maintenance and promotion of the ERP system, administrative work at the bank, maintenance and coordination of the bank's external marketing activities
• Active participation in bank and client events as well as representative tasks at external events
• Active support of specialists in specialist departments, projects and expert teams

Our requirements

• Higher banking education (HF/B, HWV, financial planner) or on the path to higher professional education in the area of advising private clients with portfolio management (in the areas of investments and pensions)
• Open, winning and team-oriented personality with high social skills
• Empathy and enjoyment in dealing with different people
• High sales ability as well as service and quality orientation
• Very good IT user knowledge and digital affinity

We offer

• Performance-related remuneration: 12 monthly salaries and a performance-related bonus directly linked to the achievement of bank targets
• Home office and trust-based working hours: flexible organization of working hours and choice of work location
• Vacation days and vacation purchase: at least 24 vacation days and the option to purchase up to 10 additional days