Senior Investment Advisor (f/m/d)

Job description

Tasks

• Support and further development of your own existing customer base
• Comprehensive, needs-based advice for clients with a focus on investment advice
• Creating client-oriented solution proposals across the entire range of advisory and service offerings with the involvement of the bank's internal specialists (occupational pensions, estate planning, etc.)
• Recognizing and exploiting customer potential
• Collaboration in market development measures and performing representative tasks

Requirements

• Completed banking training and further training in banking or finance
• Several years of professional experience in the field of investment advice/private clients
• Sales and customer-oriented personality with a high level of service orientation
• Strong communication skills, negotiation skills
• Team-oriented and entrepreneurial approach

We offer

• We promote personal and professional development
• We maintain a family environment in a banking group