Private Client Advisor

The role

Are you a proactive, outgoing person? And do you thrive when advising customers using the latest technologies? Then get in touch with us. We are looking for a colleague to join our team 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. * You have a keen sense for finding the best solutions. This helps you build long-term customer relationships and win over new customers. * You also rely on innovative tools and apps when advising customers. This way, you take customers along on our journey into the future. You encourage them to use our digital products and support them in doing so.

Requirements

* Business training, ideally with knowledge of the local market and a solid financial understanding of accounting * Enjoy working with people, confidence, and a personable demeanor * Passion for sales and a strong commitment to service, dedicated to ensuring our clients' success * Fluent in German and English

We offer

Our inclusive culture brings out the best in our employees, no matter where they are in their careers. We offer new challenges, a supportive team, opportunities for growth, and, whenever possible, flexible working conditions. We are passionate about putting our employees first. We use artificial intelligence (AI) to work smarter and more efficiently. We also know that great work is never done alone. That’s why collaboration is at the heart of everything we do.