Customer Advisor - Arenas Valley, NM, United States - Apex Ventures

Apex Ventures

Verified Company

Arenas Valley, NM, United States

2 weeks ago

Posted by:

James Miller

beBee Recruiter

Freelance

Description

Join the team at Stadtsparkasse München and become part of the largest Bavarian savings bank. We are currently seeking a Customer Advisor (m/f/d) in the Private Banking department** to join us as soon as possible.

What we offer you:

A diverse role at Munich's number one in Private Banking
32 days of vacation, flexible working hours, and fair compensation according to TVöD
Permanent employment and job security
Various career and further education opportunities
Attractive social benefits, company pension plan, company iPad, two vacation homes, around 2,000 bankowned apartments, job bike leasing, company sports club, onsite fitness studio, and much more

Your responsibilities:

Comprehensive advice for affluent clients
Developing tailored financial plans that take into account the individual life situation of clients, including a wellthoughtout wealth strategy and generation management
Active customer care and building longterm and trusting relationships with clients
Developing suitable approaches for acquiring new clients and aligning sales activities towards growth, customer satisfaction, and profitability
Representing the bank at client events and networking activities in the Munich market

Your qualifications:

Successful completion of studies in (savings) banking or a comparable qualification
Several years of professional experience in Private Banking and detailed knowledge of securities and credit business
Enjoyment of networking activities and a high level of initiative, acquisition skills, discretion, and analytical and strategic thinking