Investment advisor (m/f)

Job description

Tasks

• Recognize the customer potential during the conversation and exploit it.
• Guarantee competent asset and investment advice that is individually tailored to the client.
• As an expert, they assist clients with comprehensive financial, pension and retirement planning.
• As a trusted advisor to customers, we develop needs-based solutions across all product groups.
• Take on representative tasks and take part in customer events to maintain customer relationships and acquire new customers.

Requirements

• Several years of experience in asset and investment consulting.
• The customer is always at the center of our work.
• Empathic, communicative and loves contact with people.
• Has an entrepreneurial mindset and is a team player who likes to take on responsibility.
• Initial management experience an advantage.

We offer

• We promote personally.
• We give room for initiative.
• We do meaningful and varied work.