Description
In our private banking centres across Germany, we're revolutionising the way we work and advise our customers. We combine modern, digital, and hybrid working methods with personalised advice, making us one of the most advanced teams in private banking.
Our customers appreciate both digital channels and face-to-face interactions, expecting expert, tailored advice on all banking topics. Here, you can utilise your strengths and actively shape the future of advisory services.
We're looking for someone like you to join our team!
Your tasks
- As a senior advisor within the team, you'll manage a portfolio of clients focusing on digital, omnichannel private banking and expanding securities business.
- You'll provide tailored advice and sell complex securities products through digital media, using telephony, video consultations, screen sharing, and all features of the omnichannel workspace professionally.
- You'll identify client needs using standardised investment and advisory processes and refer them appropriately.
- You'll actively contribute to the team, enhance colleagues' advisory performance, and share your expertise.
- You'll support team leaders in onboarding new employees and take charge of training and developing colleagues in securities.
Your skills and experience
- You have a commercial banking background or equivalent qualification.
- You bring extensive advisory experience in sales, autonomous competence in securities, AnsFuG certification, and ensure compliance with regulatory and qualitative requirements.
- You possess in-depth knowledge of various risk classes in securities and investment business.
- You're proficient in personal loans, IDD-certified, and ensure adherence to regulatory requirements and quality standards in credit and precautionary business.
- You have exceptional expertise in digital advisory and distribution of securities and investment products, complemented by knowledge of the entire private banking product range.
- You exhibit confident, friendly behaviour in advisory situations, even in complex scenarios, combined with strong sales skills, high customer orientation, and excellent teamwork and communication abilities.
- You're open to new technologies and utilise digital applications, including AI-powered tools, to support your daily work while handling data and information responsibly.
What we offer
- A wide range of benefits covering professional and personal needs.
- Emotional wellbeing: Offers like counselling in challenging life situations and mental health promotion.
- Physical fitness: Comprehensive check-ups, vaccination offers, and healthy lifestyle guidance.
- Social connection: Support through family services, fitness centre access, flexible working models, and diverse, equitable culture.
- Financial security: Age provision plans, employee bank services, company bike, or Germany ticket.
The position is available in full-time and part-time.
For questions about the recruitment process, please contact Luisa Moderzinski: 0151 56516413.