Job offer
Senior Private Client Advisor
As a Senior Private Client Advisor, you will be responsible for providing individual and comprehensive advice to private clients as well as managing and developing a client portfolio. The position offers performance-related remuneration, flexible working models and a comprehensive benefits package.
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 in line with requirements
- Active advice and support for your client portfolio in the areas of investments and pensions (financing is provided by the central financing unit)
- Active participation in outbound and market development measures
- Co-responsibility in the bank: maintaining and promoting bank know-how, supporting the management and participating in projects and expert groups
Our requirements
- Higher banking education (HF/BP, HWV, financial planner) or on the way to it
- Extensive experience in advising private clients, ideally with portfolio management in the areas of investments and pensions (know-how in private banking desirable)
- Open, winning and team-oriented personality with high social skills
- Empathy and enjoyment in dealing with different people
- High level of trust and service orientation
- Very good IT user knowledge and digital affinity
We offer
- Performance-related remuneration: 12 months' salary and a performance-related contribution based on the achievement of bank targets
- Working from home and trust-based working hours: flexible organization of working hours
- Vacation days and vacation purchase: at least 24 vacation days, up to 10 additional days can be purchased
Job details
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