Private Client Advisory / Relationship Management

The role

Do you have a proactive, outgoing personality and do you thrive on advising customers using the latest technologies? Then get in touch with us. We are looking for a colleague who has a flair for customer concerns, feels comfortable in the digital world and can take on the following tasks:

• You will manage and process your own client portfolio with investment and/or mortgage clients.
• You accurately identify the diverse needs of our customers and provide them with expert advice.
• You have a keen sense for optimal solutions. This enables you to secure long-term customer relationships and score points with new customers.
• You actively approach your customers and create customer proximity, which enables you to exploit further potential.
• They encourage you to use our digital products and support you in doing so.

What we wish for

• Business training, ideally knowledge of the local market and finance
• Sound understanding of IT
• Enjoy dealing with people
• A passion for sales and a strong commitment to service and customer success
• Fluent German and good knowledge of English

We offer

We are passionate about putting our employees first by offering them new challenges, a supportive team, opportunities for growth, and, whenever possible, flexible working conditions. Our inclusive culture brings out the best in our employees, no matter where they are in their careers.