Investment advisor (f/m/d)

Job description

Tasks

• Support and development of your own customer base
• Comprehensive, needs-based advice for clients with a focus on investment advice
• Preparation of client-centered solution proposals across the entire range of advisory and service offerings with the involvement of the bank's internal specialists (e.g. lawyers, asset succession, estate planning, etc.)
• Recognizing and exploiting customer potential
• Collaboration in marketing and advertising measures and performing representative tasks

Requirements

• Completed banking training and further training in banking or finance (or in training)
• Professional experience in the area of investment advice for private clients
• Sales and customer-oriented personality with a high level of service orientation
• Stable communication skills, negotiation skills
• Team-oriented and entrepreneurial approach

We offer

• We promote personal and professional development
• We do meaningful and varied work