0Client advisor with a focus on investment advice - Bank (m/f/d)
HAPEKO Deutschland GmbH | Germany | 10xxx, 14xxx, 13xxx, 12xxx Berlin | Permanent position | Part time - flexible / Full time | Published since: 30.01.2026 on stepstone.de

Client advisor with a focus on investment advice - Bank (m/f/d)

Branch: Insurance and financial ser... Branch: Insurance and financial services


Our client is a value-oriented financial institution from the cooperative environment that stands for personal advice and long-term customer relationships. At the Berlin site, a position is reoccupied, whose technical focus is on investment and asset consulting. The role combines structured consultancy talks with the continuous support of private customers in medium-scale investment. A personality with a clear presence on site and a pronounced service mentality is sought.

Are you important for sustainable customer relationships and responsible investment advice without sales pressure? Then we are happy to send your documents under the reference number KTL26-180413. .

Your tasks • Your profile • What we offer

Our client is a value-oriented financial institution from the cooperative environment that stands for personal advice and long-term customer relationships. At the Berlin site, a position is reoccupied, whose technical focus is on investment and asset consulting. The role combines structured consultancy talks with the continuous support of private customers in medium-scale investment. A personality with a clear presence on site and a pronounced service mentality is sought.

Are you important for sustainable customer relationships and responsible investment advice without sales pressure? Then we are happy to send your documents under the reference number KTL26-180413.

Personal investment and asset advice from private customers Continuous support of its own customer base in the medium-sized plant volume Participation in customer service for representation on holiday or illness Local presence in the branch Participation in selected fairs and events

Closed training to the bank clerk / bank clerk Min. 2 years of experience in investment consulting Certification for securities consulting Joy of quality-oriented advice OHNE sales printing! readiness on site Embossed service understanding in direct customer contact German, English or another foreign language of advantage

Guaranteed fixed salary without variable remuneration or commission Additional financial supplements, including attractive child supplements Possibility to build up additional free days up to 37 holiday days per year or to realize longer breaks up to Sabbaticals In the event of illness: financial guarantee beyond the statutory payment of remuneration Targeted and regular training Investment and asset consulting with focus on quality and sustainability Structured integration by experienced colleagues Stable team environment with little fluctuation Collaborative, esteeming and open working environment Business Casual instead of suitability 39 hours week, part-time from 30 hours

Location

ava HAPEKO Deutschland GmbH
Berlin
Germany

The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

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