Private Client Advisor Asset Optimization Advisory Center in Pankow (m/f/d)

Company description

Come to us and become part of a strong community! A living community awaits you at the Berlin Volksbank, where cohesion is the first place. Our team spirit is based on humanity and proximity. Tatkraft is our drive: We are curious, courageous and optimistic in the future. Convince yourself and find your good reason to be part of the Berlin Volksbank.

What do you expect? As part of our co-operative consultation, you advise and advise our private clients holistically and accompany them on all issues relating to asset building and asset optimization. You sustainably strengthen existing customer relationships, develop potentials in the customer base and gain new customers through recommendations and your personal consulting skills. Together with your customers, you develop individual investment strategies. From savings plans and regular investments to larger investment volumes. You recognize the financial needs of your customers early on and find tailor-made solutions that match their life situation and goals. Advice takes place where it fits best: personally on site, by video or by phone. In doing so, you use modern communication channels and make your advice flexible and customer-oriented. You work closely with internal specialists to offer your customers the best possible solution. You take responsibility for your customers and build long-term, trusting relationships.

What are you doing? You have a completed bank training or a comparable qualification. You have an advisory passport or a corresponding qualification in the securities business (e.g. via the GenoAkademie). You bring several years of experience in customer consulting and are delighted to accompany people in financial decisions. You are interested in investment and securities issues and have experience in the need-oriented asset advice. You communicate clearly, bindingly and empathically and encounter people at eye level. Your sense of responsibility, your conscience and your distinct understanding of values are yours. You focus on the wishes and objectives of your customers and understand that trust is the basis of successful advice. Your curiosity, your openness and your willingness to develop yourself professionally and personally complete your profile.

What do we offer you? Attractive conditions: permanent contract of employment, 30 days of vacation plus free on 24 and 31 December. Compensation & Security: Compensation by collective agreement incl. 13th salary, supplementary income dependent on success, as well as occupational pensions and asset-effective benefits. Flexible work: full-time or part-time, around 50% mobile work, and promoted breaks (e.g. Sabbaticals) and mobile work abroad. Working environment & development: Modern working environment in the heart of Berlin (U-Bhf. Spichernstraße) as well as access to internal and external training programs. Additional benefits: Jobticket, Corporate Benefits, JobRad and attractive price benefits on banking products. More information about our Benefits can be found here: We offer you this as an employer - Berliner Volksbank

We'll contact you within a few days. Jeannine Heide (030/3063-5328, jeannine.heide@berliner-volksbank.de) is happy to be there for you.

Apply now

Company description

Come to us and become part of a strong community! A living community awaits you at the Berlin Volksbank, where cohesion is the first place. Our team spirit is based on humanity and proximity. Tatkraft is our drive: We are curious, courageous and optimistic in the future. Convince yourself and find your good reason to be part of the Berlin Volksbank.

What do you expect? As part of our co-operative consultation, you advise and advise our private clients holistically and accompany them on all issues relating to asset building and asset optimization. You sustainably strengthen existing customer relationships, develop potentials in the customer base and gain new customers through recommendations and your personal consulting skills. Together with your customers, you develop individual investment strategies. From savings plans and regular investments to larger investment volumes. You recognize the financial needs of your customers early on and find tailor-made solutions that match their life situation and goals. Advice takes place where it fits best: personally on site, by video or by phone. In doing so, you use modern communication channels and make your advice flexible and customer-oriented. You work closely with internal specialists to offer your customers the best possible solution. You take responsibility for your customers and build long-term, trusting relationships.

What are you doing? You have a completed bank training or a comparable qualification. You have an advisory passport or a corresponding qualification in the securities business (e.g. via the GenoAkademie). You bring several years of experience in customer consulting and are delighted to accompany people in financial decisions. You are interested in investment and securities issues and have experience in the need-oriented asset advice. You communicate clearly, bindingly and empathically and encounter people at eye level. Your sense of responsibility, your conscience and your distinct understanding of values are yours. You focus on the wishes and objectives of your customers and understand that trust is the basis of successful advice. Your curiosity, your openness and your willingness to develop yourself professionally and personally complete your profile.

What do we offer you? Attractive conditions: permanent contract of employment, 30 days of vacation plus free on 24 and 31 December. Compensation & Security: Compensation by collective agreement incl. 13th salary, supplementary income dependent on success, as well as occupational pensions and asset-effective benefits. Flexible work: full-time or part-time, around 50% mobile work, and promoted breaks (e.g. Sabbaticals) and mobile work abroad. Working environment & development: Modern working environment in the heart of Berlin (U-Bhf. Spichernstraße) as well as access to internal and external training programs. Additional benefits: Jobticket, Corporate Benefits, JobRad and attractive price benefits on banking products. More information about our Benefits can be found here: We offer you this as an employer - Berliner Volksbank

We'll contact you within a few days. Jeannine Heide (030/3063-5328, jeannine.heide@berliner-volksbank.de) is happy to be there for you.

Apply now