Private Customer Advisor - Lakewood Village, TX, United States - Eclipse Technologies

Eclipse Technologies
Eclipse Technologies
Verified Company
Lakewood Village, TX, United States

2 weeks ago

James Miller

Posted by:

James Miller

beBee Recruiter
Freelance
Description

Please note:

If you do not like the location, discover your professional future without location boundaries - we are looking for candidates in the entire state

Are you coming from a cooperative bank or private bank?

Then you are in the right place


About us


As a Sparkasse personnel consultancy, we have been successfully supporting the financial industry since 2017 in recruiting specialist and managerial staff and with our commitment and expertise, we support several hundred companies nationwide.


Whether it is permanent positions or exciting projects for freelancers, our team consists of highly qualified experts who not only provide comprehensive individual advice, but also provide holistic support and accompany you through the application process.


We are currently looking for:

Private Client Advisor (m/f/d)

Your responsibilities

  • Customer service and advice
  • Offering tailored financial solutions
  • Customer acquisition and retention
  • Analysis of credit applications and approvals
  • Market analysis and competition monitoring
  • Compliance with legal regulations and guidelines in the financial sector

Your profile

  • Banking apprenticeship or similar
  • Experience in private client advisory
  • Experience in a bank (e.g. cooperative banks or private banks)

What we offer

  • Development and training opportunities
  • Attractive bonus model
  • Company events
  • Flexible working hours and remote work options
  • Public transport job ticket and JobRad (bicycle leasing)
  • Access to public transport
  • 32 days of vacation (including December 24th and 31st)
  • Group
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