Investment advisor:in

Job description

Tasks

• Active processing of an existing customer portfolio and exploitation of customer potential
• Development of the existing customer base and targeted acquisition of new customers through your network
• Competent asset and investment advice, individually tailored to the client
• Assisting clients with comprehensive financial, pension and provision issues
• Creation of needs-based solutions across all product groups
• Collaboration in target group-specific marketing activities such as campaigns, action days, customer events, events and representative tasks
• Maintain and expand network

Requirements

• Completed banking training with specific further training in banking or finance
• Several years of experience in investment advice and support for demanding investment clients
• Empathic, communicative personality who enjoys contact with people
• Strong customer and sales-oriented thinking
• Ability to work in a team, uncomplicated and flexible

We offer

• Dynamic and informal team that works together with a lot of joy, motivation and cordiality
• Self-employment
• 5 weeks of vacation per year and the option to purchase up to two additional vacation days
• Discounted REKA checks and various benefits once a year
• Short decision paths
• Further training and development opportunities
• Modern workplace