Senior Private Client Advisor

Job description

Your tasks

• Needs-based, individual, comprehensive, and solution-oriented support for our customers
• Takeover of an existing customer portfolio with systematic and controlled expansion of its management
• Active advising and support for your client portfolio in the areas of investments and pensions (financing is handled by the relevant specialist department)
• Active participation in outbound and market development measures
• Bank owner: Maintenance and renewal of the advisory portfolio within and outside the bank
• Active participation in bank and client events and representation of the bank to the outside world
• Contributing expertise to working groups, projects, and expert teams
• Support at the marketplace in exceptional cases

Our requirements

• Higher banking education (HF/BB, financial planner) or on the way to obtaining it
• Several years of professional experience in acquiring and supporting private clients with portfolio management in the areas of investments and pensions (financial expertise is an advantage)
• Open, winning and team-oriented personality with high social skills
• Empathy and enjoyment in dealing with different people
• High sales profile and service awareness
• Excellent IT application skills and digital affinity

We offer

• Performance-based compensation - 12 months' salary and a performance bonus based on the achievement of the bank's targets
• Home office and trust-based working hours – whether in the office or at home – depending on your role, you decide where you work best.
• Vacation days and vacation purchase - With us, you get at least 28 vacation days, and you also have the option of purchasing up to 10 additional days.