Asset Customer Advisor - Worthington, United States - Crimson Ventures

Michael Johnson

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Michael Johnson

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Description
Worthington 'Wealth Customer Advisor (m/f/d) at the Hemau Consultation Center of Sparkasse Regensburg

We are looking for a Wealth Customer Advisor (m/f/d) for our Hemau Consultation Center.


Your Benefits:

  • Attractive compensation in the public sector with performancebased and successoriented variable components and the Sparkasse special payment
  • Employerfunded retirement plan
  • 32 days of contractual vacation plus additional days off on December 24th and 31st
  • Diverse opportunities for further education and career advancement
  • Flexible working hours, freely adjustable to the opening hours of the consultation center

Your Responsibilities:

  • Acting as a substitute for the head of the consultation center
  • Independent consultation of assigned customers within the framework of a holistic advisory approach in active, passive, securities, and crossselling business
  • Development and active implementation of sales ideas and strategies
  • Identifying customer needs

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