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
• Creating client-oriented solution proposals across the entire spectrum, taking into account and involving 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 (or in training)
• Professional experience in the field of investment advice for (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 do meaningful and varied work