Job offer
SENIOR ADVISOR, INDIVIDUAL RETAIL CLIENTS
TKB is seeking a Senior Private Client Advisor in Eichen to advise clients on financing, investments, and retirement planning and to manage a portfolio of clients. The ideal candidate will have several years of professional experience advising and supporting private clients, as well as a vocational qualification or advanced training in business administration.
Job description
We are looking for a Senior Advisor for Individual Retail Clients, 80–100%.Your sphere of influence
You will support the comprehensive service provided to private clients in the areas of financing, investments, and retirement planning. Your responsibilities include:- Maintaining your own client portfolio
- Analyzing financial situations and individual needs during consultations
- Using relationships as a key to attracting new customers
- Our bank's presence at events and in marketing
Your potential
We are looking for someone with:- Several years of professional experience advising and assisting private clients
- Completed vocational or business administration training
- Strong regional network and expertise in business development and consulting
- A reflective, independent personality
- A passion for comprehensive financial advice and planning
We offer
We offer a wide range of responsibilities in a great work environment, training and professional development opportunities, and a healthy work-life balance. Our supportive environment allows you to leverage your strengths and specialize in your professional career.Job details
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