Private customer advisor - Waterville, ME, United States - Orion Innovations

Orion Innovations

Verified Company

Waterville, ME, United States

2 days ago

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 have the opportunity to 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 Karlsruhe.

What we offer:
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Onboarding: You will receive intensive training 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 have access to various employee benefits such as Corporate Benefits.
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Simple and fast application process: No cover letter needed Simply 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.
Actively sell bank products.
Conduct portfolio analyses for existing clients.
Expand and maintain customer relationships through crossselling and upselling strategies.
Independently process financing requests.

Your profile: