Customer Advisor: Private Wealth and Financial Consulting
- Employment type
- Part-time
- Location
- Aesch · Remote possible
- First posted
Customer Advisor: Private Wealth and Financial Consulting (60% – 100%)
Thanks to our long-standing consulting experience, our expertise and our expertise in the areas of investing, financing and provision, we offer our customers individual solutions, orientation and an honest opinion!
Customer Advisor: Private Wealth and Financial Consulting (60% – 100%)
Your area of responsibility
You...
are responsible for a demanding customer book, proactively maintain your customer relationships and develop them further
advise our customers on complex financings, investment and pension solutions and inspire them for our service portfolio
accompany our customers through their life events and work with them to develop an individual wealth structure that creates added value
plan individual sales activities on your own initiative, in addition to centrally accompanied actions, and carry them out
recognize potential and broker customers to other specialist departments
give BLKB a face on occasions, build your network with pleasure and acquire new customers
Your profile
You...
have a broad consulting competence with at least 10 years of banking experience and your own customer book
are passionate about financing, investment and pension topics and your proven sales success confirms your passion for them
are linguistically skilled, have fun contacting people and the gift of winning them over with your positive charisma and your open, straightforward nature
bring an established network with you and have the ability to build and maintain sustainable and trustworthy business relationships
are characterized by your initiative, structured and organized way of working
may call yourself a financial advisor or have completed another function-relevant further training
What we offer you
Flexible: We commit to flexible working time models. We are open to home office and remote work, your workload can be adjusted and we ensure your successful comeback after a break or baby break.
Digital: When it comes to the megatrend of digitalization, we're stepping on the gas. We are driving the automation of our business model forward, investing in technologies and adapting our organization to more agile working forms.
Ideas-friendly: With us, you'll find an innovation-friendly climate and your ideas are in demand. We are large enough to tackle complex topics and at the same time small enough for you to move a lot individually and have an impact.
Forward-looking: Probably no other bank offers as many training opportunities as we do. This is confirmed by our employees with strong points in the criterion of further training on kununu.
Relaxed: Our dress code is pretty relaxed. Just like the interaction with each other with the wonderfully uncomplicated "you" culture.
Do you have questions?
For questions about the application process
Braun-Schoeffel (Human Resources)
Tel.
For technical information
Timothy Smith (Private Wealth & Financial Consulting)
Tel. jpid1dcfb01jm jit0625jm jiy26jm
Automatically translated from the original.
Posted 6 weeks ago