Private Client Advisors - Focus on Investment Business (m/f/d)

Company description

The Volksbank Schwarzwald-Donau-Neckar eG is an economically very successful, cooperatively organized bank. With years of experience in the financial world and a balance sheet total of 2.7 billion. We are a reliable partner for our customers. Thanks to our 375 dedicated employees, we place great emphasis on customer proximity, personal advice and individual solutions. Our successes are based on trust, transparency and long-term relationships. We also offer attractive career opportunities and invest in the individual training and training of our employees to ensure that You always have the current knowledge and can work in a supporting team. In the area of private customers, you can expect exciting challenges to bring your communicative skills and expertise. Here you have the opportunity to serve different customers with individual needs and to develop customized solutions. You benefit from a dynamic working environment in which teamwork and a collegial team are raised.

Your tasks: Customer support: holistic care and care of your valuable customer base demand-oriented distribution: distribution of our diverse products Investment business: special focus is on the development and marketing of investment products Customer retention: active increase in customer retention and satisfaction as well as strategic expansion of your customer portfolio New customer acquisition: proactive acquisition of new customers to expand your network Performance orientation: Engaging commitment to achieving the agreed sales targets

Your profile: multi-year experience in customer consulting, which allows you to meet individual needs in a targeted manner deep expertise in financing, in particular in the fields of money and investment, as well as securities and investment a marked sales orientation combined with outstanding consulting competence a professional, safe and always friendly appearance that creates trust high performance and team orientation that contribute to creating a positive working environment a proactive attitude to active cooperation and targeted customer response

We offer: 39 hours week + attractive sliding time control mobile work in many areas Lifetime account Business bike occupational pension provision with employer grant operational health management future-proof workplace Employee conditions, including for affiliates Employee events individual support of your professional development

Contact person: Benedikta Stärk, Tel.: 07461/707-1334

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