Senior credit advisor with knowledge of the investment and pensions business

Job description

Tasks

• You advise your customers competently on financing issues relating to capital-forming investments and provide standardized advice on the topics of investments, pensions and insurance
• You develop customer potential and support this through active and consistent nurturing Support of the personal customer portfolio
• You develop needs-based financing solutions, taking into account the individual wishes, goals and life situation of customers and within the framework of the statutory and regulatory product catalog
• You expand the existing customer base through targeted acquisition of new customers
• You are involved in group-specific market development measures such as contact priorities, campaigns and reactive orders
• A personal coaching offer with interesting clients with potential and a focus on the lending business

Requirements

• Completed banking training with further training in banking or finance
• Senior expertise in mortgage advice and private client and investment advice for standardized advice and pensions
• 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 advisor personality in the support and advice of private clients
• Strong service, sales and solution-oriented thinking
• Sympathetic and winning demeanor
• Good communication skills with a high level of commitment and team spirit and flexibility

We offer

• A great and well-organized team
• We give room for initiative
• We promote personal and professional development
• We offer flexible working models
• We do meaningful and varied work