Description
We are seeking a Private Banking Advisor to join our team in Essen Bredeney. As a Private Banking Advisor, you will be responsible for providing comprehensive financial services to private clients, including investment, credit, and insurance products.
Your responsibilities will include:
- Providing advice and support to clients on banking products, such as accounts, cards, savings plans, and loans
- Conducting needs-based consultations and selling relevant products, including consumer financing, retirement planning, and building wealth
- Managing client relationships, identifying sales opportunities, and meeting sales targets
- Collaborating with colleagues to implement new service processes and achieve business objectives
- Staying up-to-date with digital services and features, and promoting them to clients
Requirements:
- Completed training as a banker or a comparable qualification
- Sales-oriented mindset and good knowledge of private banking products
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Good organisational and time management skills
We offer:
- A wide range of benefits, including emotional well-being, physical health, social connections, and financial security
- Opportunities for professional growth and development
- Flexible working arrangements, including part-time and hybrid work options
- Access to employee benefits, such as pension plans, bank services, and company bike schemes