Senior Private Client Advisor

Your tasks

• Needs-oriented, individual, holistic and solution-oriented advice for our customers
• Takeover of an existing customer portfolio with responsibility for its systematic and market-oriented development and expansion
• Active advice and support for your client portfolio in the areas of investments and pensions (financing is handled by the central financing department)
• Active cooperation in outbound and marketing processing measures
• Innovative ideas in the bank: maintaining and developing the existing pool of ideas, including those generated outside the bank
• Active participation in bank and customer events, as well as representing the bank in dealings with customers and external partners
• Participation in internal and external projects and expert pools

Our requirements

• Higher banking education (HF/BB, HWV, financial analyst) or currently studying for this qualification
• Many years of experience in advising and supporting private clients with portfolio management in the areas of investments and pensions (expertise in financing and pension law is an advantage)
• 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 orientation
• Very good IT user knowledge and digital affinity

We offer

• Performance-related remuneration: 12 monthly salaries and a performance-related contribution based on the achievement of bank targets
• Home office and trust-based working hours: depending on your function, you decide where you can work best
• Vacation days and vacation purchase: at least 28 vacation days, plus the option to purchase up to 10 additional days