Financial Advisor (m/f/d)

• attractive company pension scheme for employees
• various offers for individual development
• modern workplace equipment in a central location
• flexible working time models for a better work-life balance
• discounted job ticket for local public transport
• regular company events to strengthen the team

What you can always rely on at persona service:

• direct path to permanent employment with our clients
• close support throughout the entire application process
• close coordination with you and your potential employer, taking your wishes into account
• intensive preparation for the interview

• As a professional, you will provide holistic advice on financial planning and professional asset management for the assigned clients
• As part of your daily work, you will recognise individual potential and work with clients to develop needs-based, tailored solutions for their finances
• Furthermore, you will passionately support your clients in achieving their financial goals:
• In addition, you passionately support your clients in achieving their financial goals and enthusiastically communicate complex financial topics in a simple way
• Actively acquiring new clients:
• Actively acquiring new customers through competent advice and identifying cross-selling potential is also part of your varied and exciting area of responsibility
• As part of your job, you will support the continuous optimisation of service processes within the branch and thus ensure above-average customer satisfaction
• Finally, you will be responsible for building and maintaining long-term and trusting customer relationships through an empathetic approach and high service quality in your advice

• You have successfully completed training as a bank clerk (m/f/d), insurance and financial investment clerk (m/f/d) or investment fund clerk (m/f/d)
• In addition, you have professional experience in providing comprehensive advice to private customers:as well as a good understanding of modern financial instruments and current market developments
• You have a sound knowledge of bank-specific application systems and the common MS Office programmes, which will enable you to digitally process all business transactions in your day-to-day work
• You have native-level written and spoken German skills in order to communicate complex issues to customers:
• In addition, you have a high degree of empathy and strong communication skills and always work in a team-oriented manner for the benefit of the entire banking community
• In addition to your professional expertise, you will also have a valid work permit and permanent residence in Germany