Private customer advisor - Ogden, KS, United States - Blue Horizon Enterprises

James Miller

Posted by:

James Miller

beBee Recruiter


Freelance
Description
'TalentDive GmbH is an innovative recruitment agency based in Frankfurt am Main and Stuttgart, with a focus on direct placement. This means that you will start directly with our clients, without any temporary employment beforehand.

We are currently seeking a Private Client Advisor (m/f/d) for our client, a successful regional financial institution, in Wiesbaden.


What we offer:

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Onboarding: You will receive intensive training at the beginning to prepare you for your new role
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Benefits: In addition to 30 vacation days, holiday pay, and an attractive compensation model, you will also benefit from various employee offers such as Corporate Benefits
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Simple and fast application process: No cover letter needed Just send us your resume and certificates - we will get back to you within a few days
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Work-Life Balance: You will have the opportunity for flexible working hours


Your responsibilities:


  • Conduct individual consultations with private clients
  • Responsible for actively selling bank products
  • Conduct portfolio analyses for existing clients
  • Expand and maintain customer relationships through crossselling and upselling strategies
  • Independently process financing requests

Your profile:


  • Completed training as a bank clerk (m/f/d) or a comparable qualification
  • Previous experience in the mentioned field is desirable
  • Proficient in MS Office products
  • Enthusiasm for sales
  • Flexible in dealing with customers and strong communication skills
All personal formulations in this job advertisement are to be considered

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