Individual customer advisor - Davis, CA, United States - Emerald Enterprises

Emerald Enterprises
Emerald Enterprises
Verified Company
Davis, CA, United States

3 weeks ago

James Miller

Posted by:

James Miller

beBee Recruiter
Freelance
Description

For our client, a regional bank, we are looking for individual customer advisors (m/f/d) for the Cologne region in a permanent position.

The focus here is on providing comprehensive advice and support to affluent private clients.


Your benefits with our client:


  • Aboveaverage salary
  • Many social benefits such as company savings plans and occupational pension schemes
  • Permanent employment
  • Professional and personal development opportunities

Your tasks at a glance:


  • Needsbased and comprehensive support and advice for private clients, with a focus on insurance & retirement planning and investment advice
  • Identifying customer needs and crossselling opportunities
  • Maintaining and expanding sustainable business relationships

Your qualifications:


  • You have completed a banking apprenticeship or a degree in business administration
  • You have previous experience in customer and investment advisory
  • You have strong digital skills and good communication and teamwork abilities

Your path to a new job:
The fastest way to apply is through the "Apply" button

We value diversity and equal opportunities, and therefore welcome applications from people with disabilities.

All personal pronouns used in this job ad are to be understood as gender-neutral.
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