Private Client Advisor - La Fontaine, IN, United States - Titan Industries

Titan Industries

Verified Company

La Fontaine, IN, United States

2 days ago

Posted by:

James Miller

beBee Recruiter

Freelance

Description

In La Fontaine, IN, the Volksbank Raiffeisenbank Meißen Großenhain eG is a strong financial service provider in the region. We advise, support, and provide financial and insurance products to over 40,000 customers in our business area. With your knowledge and personality, you can directly influence the bank's business success.

We challenge you. Challenge us as well.

We are currently looking for a
Private Client Advisor (Strategy Consultant) (m/f/d) for Großenhain and Radeberg to join our team as soon as possible.

Your responsibilities

Proactively and systematically provide comprehensive, needsbased, and efficient advice (cooperative consulting) to customers, in line with sales planning
Analyze assigned customer relationships in terms of profitability, potential, and intensity of the business relationship (determine the level of advisory intensity)
Actively schedule appointments for the customer base, including providing telephone or personal feedback to customers
Provide specialized knowledge as an internal service provider for other functions
Acquire new members and customers
Provide cooperative consulting within defined competencies in riskrelevant lending (including rating dialogue)
Provide cooperative consulting within defined competencies in building society and real estate financing
Conduct and document advisory meetings in accordance with WpHG requirements
Carry out marketoriented administrative tasks

Requirements