Customer Advisor Online 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 customers individual solutions, orientation and an honest opinion.

Customer Advisor Online Advisory (60% - 100%)

Your area of responsibility

You...

• advise our customers on investment and pension solutions, as well as real estate financing via personal video advisory
• maintain customer relationships and develop them further
• recognize potential and refer customers to other specialist departments
• inspire our customers for our services

Your profile

You...

• possess proven and broad advisory competence with several years of experience in supporting private customers
• are passionate about complex investment topics, pension questions and financing solutions
• have a high affinity for digital instruments
• are eloquent, enjoy contact with people and have the gift of winning them over with your positive radiance and your open, upbeat manner
• may call yourself a financial advisor / financial planner or are motivated to begin further training in the coming two years

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 on the megatrend digitalization. We are driving the automation of our business model, investing in technologies and adapting our organization towards agile forms of work.
• Idea-driven: 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 further training opportunities as we do. Our employees confirm this with strong points in the further training criterion on kununu.
• Casual: Our dress codes are quite casual. As is the interaction with one another with the wonderfully uncomplicated "du" culture.

Do you have questions?

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

For technical information
Patrick Wiese (Direct Sales)
Tel.

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