Personal Financial Advisor

Tasks

• They accurately assess the diverse needs of our customers and provide them with expert advice.
• You have a keen sense for finding the best solutions. This helps you build long-term customer relationships.
• You help us grow. Thanks to our ongoing technological innovations, we are constantly able to offer new products and solutions in asset management and wealth management. What makes us so successful is that we always keep our clients’ interests and needs at the forefront and are continually expanding our market presence and earning their trust. Together, we are the strongest team for safeguarding, managing, and growing our clients’ assets.

Skills and Experience

• High school diploma or completion of vocational training, ideally in finance, business, or a related field
• Knowledge of the local market and the financial sector
• A thorough understanding of financial products
• A passion for working with people and the ability to explain complex issues in an understandable way
• Sales skills and a strong commitment to customer service
• A Dedicated Commitment to the Team's Success
• Fluent German and English