Senior Private Client Advisor

Your tasks

• Needs-based, individual, comprehensive, and solution-oriented support for our customers
• Takeover of an existing customer portfolio with responsibility for systematically and consistently expanding it
• Active advising and management of 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
• Maintenance and further development of advisory potential within and outside the bank
• Active participation in bank and customer events and representation of the bank to customers and partners
• Integration of expert knowledge into working groups, projects, and expert teams

Our requirements

• Higher banking education (HFBF, HWV, financial planner) or currently studying for this qualification
• Several years of professional experience in acquiring and supporting private clients with portfolio management in the areas of investments and pensions (expertise in the financial sector 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
• Very good IT user knowledge and digital affinity

We offer

• Attractive remuneration with a focus on performance
• Exclusive social products
• Solid retirement provision
• Flexible working models

Your benefits

• Performance-related remuneration: 12 monthly salaries and a performance bonus based on the achievement of bank targets
• Home office and trust-based working hours
• At least 25 vacation days and the option to purchase up to 10 additional days