Entry into financial consulting in private banking, 80-100% (m/f/d)

You want to help people achieve their financial goals? Without sales printing and product specifications? Then you will suit us: We advise customers independently and completely to retire, old-age provision, investment and estate. If you want to grow with us, apply now for our location in Lörrach.

Senior Consultant (m/w/d) im Private Banking, 80-100%

In the team you develop individual financial solutions – from retirement planning to depot analyses to asset management and appropriate investment strategies. From the outset: You accompany experienced consultants during the preparation and follow-up of customer talks and accompany them on appointments. Step by step more responsibility: Through your personal development plan, you grow into responsibility. The next milestone: your promotion to the consultant.

In the team you develop individual financial solutions – from retirement planning to depot analyses to asset management and appropriate investment strategies. From the outset: You accompany experienced consultants during the preparation and follow-up of customer talks and accompany them on appointments. Step by step more responsibility: Through your personal development plan, you grow into responsibility. The next milestone: your promotion to the consultant.

A completed bank or savings bank training or a (running) study – main thing, you are looking for finance topics. You are interested in investment, pension provision, real estate and succession planning and will be happy to advise others. Joy in dealing with people, curiosity, initiative and the desire to take responsibility. .