Private Client Advisor (m/f/d)

• a permanent position at a financially sound bank with strong regional roots and a supportive working environment
• Professional development: As you grow, so do we! To support your personal and professional development, we offer individual support through targeted training programmes
• Special benefits: We have plenty to offer here, such as €40 in capital-forming benefits, free accident insurance, e-bike leasing, more #FREE TIME through lifetime working time accounts (LAZ), contributions to the company pension scheme, a fee-free current account, corporate benefits and much more
• Miscellaneous: Hardly worth mentioning, but we do offer free drinks too

What you can always count on at persona service:

• A €50 monthly allowance for your travel, depending on the role – e.g. for the Deutschlandticket and much more.
• Bonuses, as well as holiday pay and a Christmas bonus
• Free tuition 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
• A wide range of further training opportunities

• You will provide active, needs-based and holistic advice to the private clients assigned to you
• You will develop bespoke solutions for your clients in the areas of investment, retirement planning, insurance and financing
• You will build and continuously nurture trusting, long-term client relationships
• As a personal point of contact and relationship manager, you will support your clients in all financial matters
• Working closely with specialists and network partners, you will deliver the high standard of advice expected of a co-operative
• You will strengthen existing client relationships whilst identifying new approaches to advice
• You actively acquire new clients, thereby further expanding your client base
• You prepare for, conduct and document advisory meetings in accordance with regulatory requirements
• You handle your clients’ concerns and service enquiries reliably and promptly
• You represent the bank in the region as a competent and reliable point of contact

• You have successfully completed an apprenticeship as a bank clerk (m/f/d) or savings bank clerk (m/f/d), ideally combined with a willingness to undertake further training
• Initial professional experience in advising private clients and on securities is desirable
• You possess the relevant expertise in accordance with regulatory requirements
• Good written and spoken German is an asset
• You come across as friendly, competent and empathetic, and enjoy personal contact with clients
• You are characterised by a strong service ethos and an affinity for sales
• You enjoy providing comprehensive advice on investments, pensions, insurance and financing
• You impress with your commitment, initiative and open-mindedness
• You enjoy interacting with people and have the ability to build trusting relationships with clients