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Private Client Advisor

job impuls AG

Employment type
Temporary
Location
Baden
First posted
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• Baden • Temporary • 80-100% • Customer Advisory/Relationship Mgmt We are looking for a customer- and service-oriented personality for a well-known bank Tasks • Reception of customers • Closing-oriented initial/short consultation of private clients (team support) in the core areas • Account/Payments/Savings • Pension account • Investing (mediation of prospectus knowledge, securities account openings, receipt and recording of stock market orders) • Financing (owner-occupied residential property and private loans) • Recognizing, handling and mediating customer potentials in all core areas (cross-selling/appointment scheduling) • Active customer approach within the framework of market development (example: sales opportunities from campaigns) • Various assistant tasks and general administration • Reporting to the supervisor and reporting of competitor observations in daily business • Taking over special tasks Requirements • Banking apprenticeship or initial banking experience • Experience in customer contact • customer- and service-oriented • flexible, team player, reliable Your advantages • Career opportunities • central location • good social benefits Have we piqued your interest? Then we look forward to your online application or simply contact us in an easy and uncomplicated manner via telephone or e-mail.

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