Customer Advisor: Private Wealth and Financial Consulting
- Employment type
- Part-time
- Location
- Basel · Remote possible
- First posted
Customer Advisor: Private Wealth and Financial Consulting (60% - 100%)
You enjoy working with people, advise holistically and want to achieve something in sales? Then this role might be just right for you. For our Basel location, we are looking for a committed and initiative personality who competently accompanies customers, builds new relationships and wants to be successful together with the team. At BLKB, a convincing customer experience is at the center with personal consulting and sustainable solutions in the areas of investing, provision and financing.
Customer Advisor: Private Wealth and Financial Consulting (60% - 100%)
Your area of responsibility
You...
manage an existing customer portfolio independently and actively develop it further
advise customers comprehensively on the topics of assets, provision and financing
identify needs, create added value and conduct consultations in a solution-oriented manner to conclusion
acquire new customers with pleasure and continuously expand your network
plan your own sales activities and implement them independently
Your profile
You...
bring experience in bank consulting with your own customer portfolio with
have good knowledge in the areas of investments, provision and financing
enjoy acquisition, consulting and personal sales success
appear winning, secure and sympathetic
are a team player with initiative and a positive attitude
What we offer you
Flexible: We commit 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 baby break.
Digital: In the megatrend of digitalization, we are giving it a lot of gas. We are driving the automation of our business model forward, investing in technologies and adapting our organization to more agile working forms.
Ideas-friendly: With us, you will find an innovation-friendly climate and your ideas are in demand. We are big enough to tackle complex topics and at the same time small enough that you can move a lot individually and have an impact.
Forward-looking: Probably no other bank offers as many further training opportunities as we do. This is confirmed by our employees with strong points in the criterion of further training on kununu.
Relaxed: Our dress code is pretty relaxed. Just like the interaction with each other with the wonderfully uncomplicated "du" culture.
Do you have questions?
For questions about the application process
Braun-Schoeffel (Human Resources)
Tel.
For technical information
Raffaele D'Amato (Private Wealth & Financial Consulting)
Tel. jpidfe594c3jm jit0624jm jiy26jm
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Posted 6 weeks ago