Senior Private Client Advisor

Job description

Senior Private Client Advisor, Steinhausen, 80–100%, starting immediately

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
• Active advising and management of your client portfolio in the areas of investments and pensions
• Active participation in outbound and market development measures
• Interest groups in the banking and financial sector and maintaining the existing network of relationships
• Active participation in bank and customer events as well as representing the bank in dealings with external partners
• Active support in special topics in selected working groups, projects, and expert teams

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
• Open, winning and team-oriented personality with high social skills
• Empathy and enjoyment in dealing with different types of people
• High sales ability as well as service orientation
• Very good IT user knowledge and digital affinity

We offer

• Performance-based compensation: 12 months' salary and a performance-based bonus
• Home office and trust-based working hours
• At least 24 vacation days and the option to purchase up to 10 additional days