Private Customer Advisor (m/w/d)

We are looking for a Private Customer Advisor (m/w/d) for our location in Ihrhove or Papenburg.

Tasks

• Conduct comprehensive, goal-oriented, and conclusion-oriented consulting conversations with a focus on wealth management and education.
• Qualify the sale of individual financial solutions and facilitate referrals to internal specialists and partner companies.
• Develop existing customer relationships and acquire new customers while considering revenue and risk aspects.
• Prioritize and actively plan appointments for the customer base.

Qualification

• Professional experience in private customer advisory or several years of service consulting experience.
• In-depth knowledge of securities and passive business, as well as standardized active business.
• A high level of customer- and service-orientedness, as well as enjoyment working in a team.
• Ideal would be networking and identification with the region.
• A self-reliant, independent, and structured work style.

Benefits

Financial:

• 13 salaries + bonuses
• Wealth-effective services
• Pension plan for employees
• Additions, e.g., at birth, wedding, jubilee

Health and Social:

• Bike leasing
• Company sports club
• Hansefit

Chances and Perspectives:

• Individual training opportunities, including cost coverage and release days
• Fostering of part-time further education (e.g., Bachelor or Master)

New Work:

• Home office possibilities
• Flexible working hours
• Modern workspaces
• Project work
• Culture Lab

For further information, please contact:

Mathias Hanneken (Department Head Private Customers Market Area Papenburg/Haren/Ihrhove), 0491 9272 3200

Lynn Frühling (Recruiting), 0491 9272 1915

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