Client Advisor: Private Wealth and Financial Advisory
- Employment type
- Full-time
- Location
- Aesch · Remote possible
- Company
- Basellandschaftliche Kantonalbank, Hauptstrasse 109, 4147 Aesch BL
- First posted
Client Advisor: Private Wealth and Financial Advisory (60% – 100%)
Thanks to our many years of advisory experience, our competencies and our expertise in the areas of investing, financing and pension provision, we offer our clients individual solutions, orientation and an honest opinion!
Client Advisor: Private Wealth and Financial Advisory (60% – 100%)
Your area of responsibility
You...
are responsible for a demanding client book, proactively maintain your client relationships and develop them further
advise our clients on complex financing, investment and pension solutions and inspire them with our range of services
accompany our clients along their life events and work with them to develop an individual wealth structure that creates added value
in addition to centrally accompanied actions, plan individual sales activities on your own initiative and carry them out
recognize potential and refer clients to other specialist departments
give BLKB a face at events, joyfully expand your network and win new clients
Your profile
You...
possess broad advisory competence with at least 10 years of banking experience and your own client book
are passionate about financing, investment and pension topics and your proven sales success confirms your passion for them
are eloquent, enjoy contact with people and have the gift of winning them over with your positive radiance and your open, upbeat manner
bring an established network with you and have the ability to build and maintain sustainable and trusting business relationships
are characterized by your proactive, structured and organized way of working
may call yourself a financial advisor or have completed another function-relevant further education
What we offer you
Flexible: We are committed 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: We are going full throttle with the mega trend of digitalization. We are driving the automation of our business model, investing in technologies and adapting our organization towards agile forms of work.
Full of ideas: With us, you will find an innovation-friendly climate and your ideas are in demand. We are large enough to tackle even complex topics and at the same time small enough so that you can individually move a lot and achieve an impact.
Forward-looking: Probably no other bank offers as many further training opportunities as we do. Our employees confirm this with excellent scores in the further training criterion on kununu.
Relaxed: Our dress codes are quite relaxed. Just like the interaction with one another with the wonderfully uncomplicated "du" culture.
Do you have questions?
For questions about the application process
Braun-Schoeffel (Human Resources)
Tel.
For technical information
Timothy Smith (Private Wealth & Financial Advisory)
Tel. jpidb84f727jm jit0730jm jiy26jm
Automatically translated from the original.
Posted 3 weeks ago