Consultant (m/f/d) Private Banking / Wealth Management - Steward, IL, United States - Terra

Terra
Terra
Verified Company
Steward, IL, United States

2 days ago

James Miller

Posted by:

James Miller

beBee Recruiter
Freelance
Description
Your responsibilities

  • You are responsible for building and expanding your own customer portfolio in Private Banking / Wealth Management
  • You provide holistic, needsbased and sustainable advice with a focus on securities and investment business
  • You act as a central point of contact in the network and represent the bank externally with a strong regional focus
  • You identify customer potential and advise them with a high level of personal commitment, creating longterm customer loyalty and satisfaction
Your profile

  • You have completed a banking apprenticeship and have further training as a bank specialist (m/f/d) / bank business economist (m/f/d) or a comparable degree in business administration
  • You have several years of experience in the field of highend investment consulting
  • You are passionate about providing fair and collaborative advice to customers
  • You enjoy building and maintaining networks
  • You have a high level of teamwork and communication skills


If you want to bring your previous experience to a future-oriented company with above-average social benefits, modern workspaces and a good working atmosphere, we look forward to receiving your meaningful application documents, including your possible starting date and salary expectations.

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