Private Customer Advisor with Securities Advisory Services (m/f/d) at the Pinneberg Location

Welcome to VR Bank in Holstein!

Become a part of our dedicated team of around 450 employees in 20 branches. We place great importance on individual advice and customer proximity for our 120,000 customers.

As one of the largest employers in the region, we offer you modern personnel development and individual further training opportunities. Shape the future of VR Bank in Holstein with us!

If you are ready to put the goals and wishes of our customers at the center of your daily work with an occasion-related advisory concept, in the interest of sustainable customer satisfaction, then we are looking for you for our Private Customer division to strengthen our team in Pinneberg as:

Private Customer Advisor with Securities Advisory Services (m/f/d)

What You Can Expect:

• Attractive Remuneration: In addition to collective agreement pay with 13 salaries, 30 fixed vacation days, one day of special leave, and two additional days off (December 24th and December 31st), we offer you the option to convert up to 6 additional vacation days instead of cash. Furthermore, you can look forward to many other additional benefits, such as company pension, free accident insurance, Jobrad leasing, Jobticket, and a free employee account, among many others.
• Flexible Working Hours Through flexitime and flex-days, we enable you to structure your working hours flexibly.
• Team and Company Culture: Communication, trust, change, and appreciation are actively lived elements of our collaboration. Working in a motivated team with diverse tasks and numerous opportunities to contribute your own ideas further contribute to good teamwork.
• Onboarding & Further Training: Structured onboarding and individual further training offers will accompany you on your journey with us.
• Modern Offices: A modern and attractive workplace with your own laptop and headset, as well as free drinks, are a matter of course for us.
• Occupational Health Management: We promote your health through examinations such as skin screening, eye examination, training in stress management, etc., and additionally offer you support with health-related issues in both professional and private life through collaboration with Fürstenberg Institut, BetterDoc, and Medgate.

These Are Your Responsibilities:

• Ensuring customer satisfaction through high-quality and needs-oriented advice to assigned customers within the scope of the defined service offering, while adhering to the goals, priorities, and activities defined in the sales plan
• Conducting goal- and closing-oriented advisory discussions within the defined competencies
• Needs-based integration of specialists and/or cooperative partners
• Analysis of assigned customer relationships regarding profitability, potential, and intensity of the business relationship
• Penetration and further development of the assigned customer base through systematic customer care using advisory tools and also digital-personal sales channels
• Targeted and active appointment scheduling for the assigned customer base, taking into account customer wishes regarding the location and time of consultation
• Enthusing our customers about the possibilities of digital and digital-personal banking and responsibility for the establishment and expansion thereof
• Consistent application of applicable regulatory regulations within the scope of the job-specific area of responsibility
• Spatial mobility in case of representation

This Is What We Expect From You:

• Completed apprenticeship as a bank clerk (m/f/d) and experience in advising private customers
• Proof of expertise and reliability for investment advisors according to §87 WpHG and WpHGMaAnzV
• Advisory competence and sales affinity with a focus on closing and demonstrable sales success
• Experience in the regular creation of audit-proof suitability declarations
• Goal-oriented, structured way of working and analytical competence for potential-oriented market development
• Willingness to learn and develop, especially openness to the use of new media

Have We Inspired You? Then become a part of us and work towards our success!

Feel free to send us your application. Your resume with information on your earliest possible start date and your salary expectations is sufficient.

For questions, Simon Eschweiler (Tel.: 04101/501-1145) is available.

We look forward to your application!

Apply Now

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