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Private Client Advisor (with development potential into business client advisory) 80 - 100 %

Valiant Bank AG

Employment type
Part-time
Location
Seengen
First posted
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Private Client Advisor (with development potential into business client advisory) 80 - 100 % # Seengen / Seon ## Simplifying together. Because life is full of possibilities. And has simultaneously become complex. That is why we are looking for employees who will drive simplicity forward together with us. You will ## • be the competent contact person for private clients and advise them holistically in the segments of Financing, Investing, and Retirement (there is the possibility to learn the advisory of the customer segments self-employed and SMEs in an internal junior program) • manage, build up, and expand your own client portfolio as well as further develop your relationship network • professionally and according to needs advise on our products and services • refer clients to other segments as part of cross-/upselling • gradually develop towards the advisory of private and business clients You bring ## • a banking education and several years of experience, especially in the credit area • up-to-date specialist knowledge and a completed bank-specific further education • strong communication skills, goal- and service orientation • enjoyment of daily customer contact and recognizing needs and expectations • a broad relationship network • persuasiveness and assertiveness

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Posted 6 weeks ago

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