Private Client Advisor
- Employment type
- Temporary
- Location
- Baden
- First posted
• 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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Posted today