Financial Planner - Banking Products / Securities / Customer Advisory (m/f/d)

Job description

With a balance sheet total of around EUR 2.7 billion, we are among the top 100 cooperative banks in Germany. As a specialist in construction financing, we offer our customers competent advice at our locations in Stuttgart, Freiburg, and Saarbrücken – in person, by phone, or via video consultation. The foundation of our success is our 150 dedicated employees, our positive working atmosphere, a modern work environment, and our market-oriented approach.
Responsibilities

You advise your clients on the investment of banking products, securities, private loans, and attractive products from the cooperative financial network.
You present needs-oriented investment opportunities to your clients, thereby expanding existing customer relationships or acquiring new clients.
You also contribute your expertise to projects that we regularly design with the involvement of our clients and network partners.

Profile

You have completed a bank-specific training and optionally obtained further training as a bank specialist (m/f/d).
You have experience in customer advisory.
You have a confident and engaging demeanor and are open to new things.

We Offer

Diverse activities in an attractive working environment and modern workplace equipment.
Independent work in a team-oriented environment with flat hierarchies.
Mobile working.
Flexible and family-friendly working time models with 30 days of vacation.
Attractive further training opportunities.
Social benefits such as company pension scheme, company health management, job ticket, job bike, capital-forming benefits, and much more.

ADZN1_DE

Required skills

further training projects vacation germany flexible working hours investment customer relationships job ticket customer advisory securities financial planner banking products company pension scheme new clients saarbrücken freiburg stuttgart family-friendly job bike capital-forming benefits mobile working company health management network partners construction financing cooperative banks bank specialist cooperative financial network private loans bank-specific training customer advisory experience

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