Consultant, Private Clients Advisory Center
Germany
Full Time
3 weeks ago
Visa Sponsorship
Key skills
ClerkCommunicationSales
About this role
Role Overview
- Provide team-based advisory services to a client portfolio with a focus on acquiring and developing customers
- Responsible for needs-based advising and sales through digital channels/new media
- Use all available tools of the omnichannel-enabled workstation
- Conduct investment, retirement provision, and personal loan advisory
- Develop technical, sales, and process know-how through continuous learning and further training
Requirements
- Vocational training as a bank clerk (Bankkaufmann/Bankkauffrau) or equivalent
- Good knowledge of the private clients product range
- Solid knowledge of products that cover basic financial needs
- Strong sales orientation
- Exemplary customer and service orientation
- Good experience in appointment scheduling
- Willingness to take on product sponsorship/ownership
- Strong teamwork and communication skills
Benefits
- Support from the pme Familienservice (employee family support)
- Programs to promote mental health
- Comprehensive medical check-ups
- Vaccination offers and advice on healthy living
- Flexible working-time models (e.g., part-time, job tandem, hybrid working)
- Retirement savings contribution plans
- Banking services for employees
- Company bicycle or the Deutschlandticket