Senior Private Client Advisor

Job description

Senior Private Client Advisor Steinhausen | 80 - 100% | immediately

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 handled by the central financing department)
• Active participation in outbound and market development measures
• Representation of interests in the banking, maintenance and renewal project of the business and safe operation of the bank towards customers
• Active participation in bank and client events as well as representative appearances at events
• Active support of specialists in the areas of investment business, credit and export financing as well as project and expert teams

Our requirements

• Higher banking education (HBF, HWV, financial planner) or on the way (at least 2 years) to higher vocational training in the professional field of advising private clients with portfolio management
• Several years of experience in the areas of investment and pensions (know-how in financial and pension law an advantage)
• Open, winning and team-oriented personality with high social skills
• Empathy and enjoyment in dealing with a wide variety of 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