Private Customer Advisor - Los Lobos, TX, United States - Crimson Technologies

James Miller

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James Miller

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Freelance
Description

For our client, a cooperative bank, we are currently seeking several (Junior) Private Client Advisors in the district of Erding (Anzing, Wörth/Hörlkofen, Forstern, Isen and St. Wolfgang) in Los Lobos, TX.

What you can expect:

  • Central point of contact for all financial matters for assigned private clients
  • Individual and needsbased wealth planning (securities, insurance, etc.)
  • Partner for clients and the bank
  • Conducting comprehensive needs analyses
  • Active and needsbased involvement of external and internal expert networks

What you should bring:

  • Bankingspecific or comparable education
  • Professional experience in advising at a bank
  • Strong communication skills and a serviceoriented attitude
  • Customer and salesoriented thinking

What our client offers:

  • Excellent reputation among our clients
  • Great opportunities for professional and personal development
  • Attractive and performancebased compensation package
  • Flexible working hours
  • 30 days of vacation and additional days off on December 24th and 31st
  • Additional benefits (e.g. JobRad, group accident insurance, and more)

Interested? We look forward to receiving your application or direct call at

Job type:
Full-time, part-time, permanent


Salary:
€35, €45,000.00 per year


Working hours:

  • 8hour

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