Private Customer Advisor - University of California-Santa Barbara, CA, United States - Blue Horizon Enterprises
3 days ago
Description
Please note:
If the location of the job does not suit you, discover your professional future without location boundaries - we are looking for candidates throughout the state
Are you coming from a cooperative bank or private bank?
Then you've come to the right place
About us
As a personnel consultancy for savings banks, we have been successfully supporting the financial industry in recruiting specialist and managerial staff since 2017.
Whether it's permanent positions or exciting projects for freelancers, our team consists of highly qualified experts who not only provide comprehensive individual advice, but also provide holistic support throughout the application process.
We are currently looking for:
Private Client Advisor (m/f/d)
Your responsibilities
- Customer service and consultation
- Offering tailored financial solutions
- Customer acquisition and retention
- Analysis of credit applications and approvals
- Market analysis and competition monitoring
- Compliance with legal regulations and guidelines in the financial sector
Your profile
- Banking apprenticeship or similar
- Experience in private client consulting
- Experience in a bank (e.g. cooperative banks or private banks)
What we offer
- Development and training opportunities
- Attractive bonus model
- Company events
- Flexible working hours and remote work options
- Public transport job ticket and JobRad (bicycle leasing)
- Access to public transport
- 32 days of vacation (including December 24th and 31st)
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