Senior credit advisor with knowledge of the investment and pensions business

Job description

Senior credit advisor with knowledge of the investment and pensions business 80 - 100 %

Tasks

• You advise your customers competently on financing issues relating to capital-forming investments and provide standardized and comprehensive advice on the topics of investments, pensions and hedging
• You develop customer potential and ensure personal support for the personal customer portfolio through active and consistent support
• You develop needs-based financial solutions, taking into account the individual wishes, goals and life situation of customers and within the framework of the statutory and regulatory product range
• You expand the existing customer base through targeted acquisition of new customers

Requirements

• Completed banking training with further training in banking or finance
• Senior competence in the area of mortgage and private client advisory services as well as prerequisites for standardized advisory and upstream core business in the investment and pension business
• Enjoy actively expanding customer relationships and developing holistic solutions for our customers
• Dynamic, entrepreneurial personality with a strong passion for our customers and sales
• Motivated and creative approach to advising and supporting private customers

We offer

• We provide space for personal and professional development
• Modern employment conditions
• Great variety of tasks and a high degree of creative freedom