Private Customer Advisor - Ravalli, MT, United States - Matrix Dynamics

Matrix Dynamics
Matrix Dynamics
Verified Company
Ravalli, MT, United States

3 days ago

James Miller

Posted by:

James Miller

beBee Recruiter
Freelance
Description

About Us


As a Sparkassen personnel consultancy, we have been successfully supporting the financial industry in recruiting specialized and managerial staff since 2017.

With our dedication and expertise, we work with hundreds of companies nationwide.


Whether it's permanent positions or exciting projects for freelancers, our team consists of highly qualified experts who provide comprehensive individual advice and holistic support throughout the application process.


Currently, we are 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 education or similar
  • Experience in private client consulting

What We Offer

  • Development and training opportunities
  • 32 days of annual leave + 2 bank holidays
  • Mobile work and flexible working hours
  • Company pension plan
  • Company health insurance
  • Bike leasing
  • Employee events

Type of Employment:
Full-time, permanent


Salary:
€45,000 - €60,000 per year


Working Hours:

  • Flextime
  • No weekends
  • Monday to Friday

Benefits:

  • Company pension plan
  • Company training
  • Company events
  • Flexible working hours
  • Work from home option
  • Additional vacation days

Bonus payments:

  • 13th month salary
  • Additional payments

Location:
Partially remote in Grün
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