Private customer advisor in private banking - Lost Creek, United States - NovaWorks

NovaWorks

Verified Company

Lost Creek, United States

3 weeks ago

Posted by:

Dexter Hayes

beBee Recruiter

Description

Private Banking Relationship Manager (m/f/d) at Lost Creek

What to expect:

You will focus on providing comprehensive and individual support to your wealth management clients and build longterm relationships with them.
You will develop tailored solutions to optimize your clients' income, assets, retirement planning, and taxes.
You will regularly discuss the development of your clients' wealth and explain the recommended measures.

What you bring:

Minimum of 2 years of experience in holistic customer advisory in the banking sector.
Completed training as a bank clerk or a degree in economics.
Interest in topics such as securities, taxes, inheritance, retirement planning, investments, and understanding of the economy.
Curiosity, ambition, and a desire for responsibility with a passion for customer contact.

What we offer:

You will provide objective and commissionfree advice to private individuals.
Thanks to an individual development plan, you can quickly take on responsibility, and because we are growing, many opportunities are open to you. Shape your path with us.
Surveys regularly show that employees rate VZ as an aboveaverage positive environment where they can fully develop. Become a part of it.
Various additional benefits (job ticket, company pension, Pluxee, EGYM Wellpass).

We look forward to your application. Please apply directly through the Monster apply button.

Melina Solci
Deputy Team Leader Recruiting Services
VZ VermögensZentrum
Gotthardstrasse 6