Customer Advisor: Private Wealth and Financial Advisory Basic (60% - 100%)

Thanks to our many years of advisory experience, our competencies and our expertise in the areas of investing, financing and retirement planning, we offer our customers individual solutions, orientation and an honest opinion!

Customer Advisor: Private Wealth and Financial Advisory Basic (60% - 100%)

Your area of responsibility

You ...

• welcome our customers as a host in the branch
• advise our customers on payment methods, account as well as investment and retirement solutions and inspire them with our comprehensive range of products and services
• recognize potential and proactively refer our customers to further segments
• are versatile and perform administrative tasks

Your profile

You...

• bring experience in customer advisory and have a completed vocational apprenticeship
• may call yourself a Financial Advisor IAF or are willing to complete this training within the next two years
• enjoy customer contact and have a great interest in investment and retirement topics
• are a winning, cheerful and positive personality who inspires our clientele

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 parental leave.
• 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.
• Imaginative: With us, you will 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 so that you can move a lot individually and achieve an impact.
• Forward-looking: Probably no other bank offers as many continuing education opportunities as we do. This is confirmed by our employees with excellent scores in the continuing education criterion on kununu.
• Casual: Our dress codes are quite casual. As is the interaction with each other with the wonderfully uncomplicated "du" culture.

Do you have questions?

For questions about the application process
Timo Degen (Human Resources)
Tel.

For technical information
José Granero (Private Vermögens- & Finanzberatung)
Tel.

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