Client Advisor in High Net Worth Private Banking (m/w/d)

Company description

We, at the Volksbank Überlingen, an independent cooperative bank, actively shape our future. Like our dedicated members and customers, we support honestly, respectfully and in partnership with achieving their goals - for the benefit of the entire region. If you share our values and vision, you could be exactly the person we are looking for. Become part of our team!

Your perspective You are responsible for a customer base assigned to you in the raised private customer segment and for the acquisition of new customers. You accompany your customers in all situations of life and advise them according to the principles of holistic, cooperative advice. Through regular and extensive demand analyses, you create a lasting added value for your customers.

Qualifications Completed banking training and a training to the banking specialist or a comparable qualification Multiannual experience in the care and advice of private clients Extensive product knowledge, in particular in securities business You are open, friendly, accommodating and actively go to people Self-responsible working style as well as safe occurrence and good communication skills A high customer and sales orientation and good negotiation skills

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