Customer Advisor: Private Wealth and Financial Advisory (60% - 100%)

Thanks to our many years of advisory experience, our competencies and our expertise in the areas of investing, financing and pension planning, we offer our customers individual solutions, orientation and an honest opinion.

Customer Advisor: Private Wealth and Financial Advisory (60% - 100%)

Your area of responsibility

You...

• are responsible for a demanding client book, proactively maintain your customer relationships and develop them further
• advise our customers on complex financing, investment and pension solutions and inspire them with our range of services
• accompany our customers along their life events and develop an individual wealth structure with them that creates added value
• in addition to centrally supported actions, you plan individual sales activities on your own initiative and carry them out
• recognize potential and refer customers to other specialist departments
• give BLKB a face at events, enjoy expanding your network and win new customers

Your profile

You...

• possess broad advisory competence with at least 10 years of banking experience and your own client book
• are passionate about financing, investment and pension topics and your proven sales success confirms your passion for them
• possess sound specialist knowledge in investment and pension planning as well as proven specialist knowledge in the area of mortgages
• are eloquent, enjoy contact with people and have the gift of winning people over with your positive radiance and your open, cheerful manner
• bring an established network and have the ability to build and maintain sustainable and trusting business relationships
• are characterized by your proactive, structured and organized way of working, may call yourself a financial advisor or have completed another function-relevant further training

What we offer you

• Flexible: We are committed to flexible working time models. We are open to home office and remote work, your workload can be adjusted and we ensure your successful comeback after a break or parental leave.
• Digital: We are going full throttle with the megatrend digitalization. We are driving the automation of our business model, investing in technologies and adapting our organization towards agile forms of working.
• Innovative: With us, you will find an innovation-friendly climate and your ideas are in demand. We are large enough to tackle complex topics and at the same time small enough so that you can individually move a lot and achieve an impact.
• Forward-looking: Probably no other bank offers as many training opportunities as we do. Our employees confirm this with strong scores in the training criterion on kununu.
• Casual: Our dress codes are quite casual. Just like the interaction among each other with the wonderfully uncomplicated "du" culture.

Do you have questions?

For questions about the application process
Timo Degen (Human Resources)
Tel.

For technical information
Timothy Smith (Private Wealth & Financial Advisory)
Tel.

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