Private Client Advisory / Relationship Management

The role

Are you a proactive, outgoing person? And do you perform at your best when advising customers using the latest technologies? Then get in touch with us. We are looking for a colleague who has a flair for customer service and feels at home in the digital world.

Tasks

- You accurately identify the diverse needs of our customers and provide them with expert advice. - After a comprehensive training period, you will manage and process your own portfolio of investment and mortgage customers. - You have a keen sense for optimal solutions. This enables you to secure long-term customer relationships and score points with new customers. - You also rely on innovative tools and apps in your consulting work. In this way, you take customers with you on our journey into the future: you encourage them to use our digital products and support them in doing so.

Requirements

- Commercial training, ideally with a vocational baccalaureate - Knowledge and experience in customer service - Sound understanding of investments and financing - Enjoy working with people, sociable and highly service-oriented - Passion for sales and high level of professionalism - Committed to success - Very good German and English skills

We offer

- A comprehensive induction period - Your own client portfolio with investment and mortgage clients - The opportunity to use innovative tools and apps - A supportive and inclusive culture - Development opportunities and flexible working conditions