Investment Advisor (m/f/d)

• attractive company pension scheme
• flexible working time models for a good work-life balance
• various seminars and individual training opportunities
• regular team events and joint activities
• modern workplace in the heart of Esslingen
• subsidy for local public transport

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 for holistic advice, you are fully responsible for the individual financial planning and sustainable asset management of your assigned private clients
• You proactively identify potential within your client base, whereupon you work with clients to develop customised and tailor-made solutions for their goals
• Your daily work focuses on supporting and expanding long-term client relationships, always conscientiously considering the economic interests of your clients:
• you explain complex financial topics clearly, simply and with great enthusiasm in order to create a transparent basis for decision-making for your discerning clients
• finally, you are responsible for the conscientious documentation of your advisory meetings and thus ensure strict compliance with all legal and internal guidelines of your bank

• A completed training as a bank clerk (m/f/d), investment fund clerk (m/f/d) or insurance and financial investment clerk (m/f/d) forms the basis of your professional qualification
• In addition, you have initial professional experience in customer advice or sales within a financial institution in order to be able to advise your customers professionally and confidently:
• You are characterised by your sound knowledge of common IT applications and specific banking software and support you in the efficient documentation of your daily advisory activities
• You have a native level of written and spoken German in order to be able to communicate professionally with customers and internal interfaces at all times:customers and internal interfaces professionally and confidently at all times
• Furthermore, you have a high degree of empathy and strong communication skills and enjoy building a trusting relationship with your customers
• In addition to your professional expertise, you will also have a valid work permit and permanent residence in Germany