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 secure long-term customer relationships and impress new customers. - You also use innovative tools and apps in your consulting work. This allows you to 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 in sales - Knowledge of the local market and financing options in the B2B sector - Sound understanding of investment and asset management - Enjoy working with people, confident and a flair for success - Passionate about sales and highly service-oriented - Committed and dedicated - Fluent in German and English

We offer

- New challenges - A supportive team - Opportunities for development - Flexible working conditions - An inclusive culture that brings out the best in our employees - Collaboration at the heart of everything we do - Inclusion of people with disabilities and accessibility of our application process for all