Individual Client Advisor (m/f/d)

Office, Economy & Administration
Forchheim
Full-time

You bring experience and expertise - we bring the right prospects. At persona service, you can expect varied tasks, a professional environment and companies that value your expertise. Take your next career step with us - first-class, professional and human.


Job description

  • You will provide holistic advice and support to individual clients who have particularly high expectations
  • You are committed to tapping into new potential and acquiring targeted clients
  • You are keen to increase earnings, by brokering modern asset and securities investments
  • You succeed in developing client-centred solutions and focus on comprehensive advice
  • You intensify existing relationships with your clients and also acquire new clients

Requirements

  • You have already completed training as a bank clerk (m/f/d), ideally supplemented by further training as a savings bank business administrator (m/f/d) or a comparable qualification
  • Sales experience and sound knowledge in advising customers characterise you
  • In the areas of securities, building society savings and insurance, and insurance, you also have a competent overview of the modern service business
  • Negotiation skills and a pronounced customer orientation make you particularly successful
  • You appear enthusiastic and personally committed and your ability to work in a team is one of your strengths
Apply now

Do you still have questions?

Your Welcome Team will take care of you!

Call us on 02351 7893111.

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