Individual customer advisor - Coburg, OR, United States - Skyline Solutions

Skyline Solutions
Skyline Solutions
Verified Company
Coburg, OR, United States

3 weeks ago

James Miller

Posted by:

James Miller

beBee Recruiter
Freelance
Description

Private Client Advisor (m/f/d) in Coburg, OR

Your Responsibilities

  • You provide comprehensive advice to your affluent and highincome private clients, with a special focus on wealth management and asset building.
  • Together with specialists from your team, you ensure a high quality of consultation for sophisticated retirement planning.
  • You acquire new clients and strengthen business with existing clients.
  • You offer your clients solutions for generational management.

Your Profile

  • You have completed a banking apprenticeship and possibly further qualifications.
  • You are a confident sales personality with a strong customer focus and initiative.
  • You communicate confidently and convincingly, creating a good atmosphere for discussions and convincing your clients.
  • You ensure a high quality of consultation, especially in relation to securities transactions.
  • You have several years of successful sales experience with private clients.
  • You have good skills in handling digital media.

Is this a good fit? We offer you more:
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Time off: Whether it's parental leave or a sabbatical, we guarantee a return to your old job after a break of up to one year.
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Part-time: All positions are generally suitable for part-time work.
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Location guarantee: Relocation? Not with us - our region is our business area.
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Vacation: You can convert part of your income into additional vacation time with us.
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And what else? We also offer compensation in line with the TVöD, opportunities for further education
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