Private Customer Advisor - Morristown, NJ, United States - Terra Nova Group
Description
Please note:
If the location of work does not suit you, discover your professional future without location boundaries - we are looking for candidates in the entire state
Are you coming from a cooperative bank, credit union, or private bank?
Then you are in the right place
About us
As a Sparkassen-Personalberatung (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 throughout the application process.
We are currently looking for:
Private Client Advisor (m/f/d)
Your responsibilities
- Customer service and consultation
- 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 consulting
- Experience in a bank (e.g. cooperative banks, credit unions, 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
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