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

Your main responsibilities will be as follows:

• They accurately identify the diverse needs of our customers and provide them with expert advice.
• You have a keen sense for finding optimal solutions. This allows you to secure long-term customer relationships and score points with new customers.
• During your consultations, you also rely on innovative tools and apps. This way, you take customers along on our journey into the future. You encourage them to use our digital products and provide them with support.

Requirements

We would like to see:

• Business training, ideally with knowledge of the local market and finance
• Sound understanding of accounting
• Enjoy working with people; confident and personable demeanor
• Passion for sales and high service
• Dedicated commitment to success
• Fluent German and English

We offer

We are passionate about putting our employees first by offering them new challenges, a supportive team, development opportunities, and, where possible, flexible working conditions. Our inclusive culture brings out the best in our employees, no matter where they are in their career path. And 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. Because together, we are stronger. We are committed to the inclusion of people with disabilities and strive to make our application process accessible to all.