Investment Advisor (m/f/d)

• Performance-related salary, additional benefits and development opportunities
• Innovative tools, flexible working models and personal training opportunities
• Structured onboarding processes and targeted coaching support the start
• Open, respectful cooperation and the opportunity to contribute ideas

What you can always rely on at persona service:

• €50 per month as a gift for your mobility depending on the position, e.g. for the Germany ticket and
• Bonuses as well as holiday and Christmas bonuses
• Free tutoring for your children on the Ubimaster learning and tutoring platform
• Numerous shopping discounts with well-known brands via our corporate benefits programme
• Excellent personal support and regular feedback meetings
• Multiple further training opportunities

• You accompany your customers with expertise and empathy through all questions relating to our financial products
• You provide targeted advice on pension provision and credit solutions and develop needs-based, holistic financial strategies
• With a comprehensive view, you analyse your customers' situation and create coherent concepts for wealth accumulation, protection and financing
• through your consulting talent and excellent service, you strengthen existing contacts and expand them further
• you recognise market opportunities, actively acquire new customers and accompany them from the first contact to the conclusion of the contract

• You have completed training as a bank clerk (m/f/d) or a comparable qualification in the financial services sector
• You have experience in providing individual advice to private clients and enjoy personal contact
• You communicate confidently in German, both orally and in writing
• You are committed, show initiative and enjoy working in a team
• With your communication skills and professional demeanour, you convince customers and colleagues alike
• You are a team player and enjoy working in a team
• You have the ability to communicate and a professional appearance:and colleagues alike