Customer Service Representative (m/w/d) for Private Clients

Company description

With a balance sheet total of over 1.9 billion euros, we are one of the major cooperative banks on the North Sea and along the Elbe. Here we offer safe jobs and a varied maritime working environment. Join our team of 250 crew members! Between Buxtehude and Helgoland, 250 colleagues are passionate about the success of our customers and the bank. Each team member brings strengths on board to achieve common goals. Our guiding principles keep us on track: We are regional – firmly anchored in our homeland. We are in partnership – respectful and at eye level. We are individual – everyone brings their ideas and talents. We are innovative – together we sail new ways.

Your main tasks: individual asset advice and support of the associated customers Development of investment strategies and utilization of signals from customer and transfer calls Earnings and volume assurance as part of the business policy objectives of the associated customers Implementation of cooperative advice Bank representation in the public New customer acquisitions

Your profile convinces by: Senior Account Manager (m/w/d) a successful business degree the proof of competence VR-BeraterPass FinanzPlanung (former BP III) multiannual experience in the investment consulting of private customers a safe, binding occurrence and above average high service orientation high commitment and flexibility in everyday work a targeted, structured way of working and extraordinary negotiating skills The body requires proof of the expertise and reliability for investment consultants according to § 87 WpHG and WpHGMaAnzV.

We offer you: a culture at eye level a responsible activity determined by own initiative short decision paths, efficient processes and open communication in the duz culture attractive benefits, such as cycling leasing, holiday upgrade, home office, HVV ProfessionalTicket and company health promotion Ahoi! Cool you're interested in a collaboration! To enable us to quickly control your application in the right waters, please let us know: Nearest possible start date Your salary preferences We are looking forward to your information and looking forward to a journey together!

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