Anlageberater (m/w/d)

Anlageberater (m/w/d)

About

We are a banking institution seeking a dedicated Investment Advisor to join our team, offering both full-time and part-time opportunities. We focus on providing long-term, individual, and peer-level financial advice to our clients, fostering a supportive environment with stable frameworks and opportunities for personal development.

Responsibilities

• Provide holistic personal advice to private clients within your assigned customer base.
• Develop tailored investment and retirement strategies, considering life goals, risk profiles, and market opportunities.
• Build and maintain long-term, trusting customer relationships.
• Expand the existing customer base, actively acquire new clients, and leverage cross-selling potentials.
• We offer mentoring, targeted training, and clear development prospects for those at the beginning of their careers.

Requirements

• Completed vocational training in banking or a comparable qualification.
• Experience in credit processing and customer advisory services.
• Good communication skills and enjoyment of working with people.
• Reliability and sense of responsibility.
• Team spirit and willingness for further professional development.