Customer Advisor: Private Wealth and Financial Advisory
- Employment type
- Full-time
- Location
- Aesch · Remote possible
- Company
- Basellandschaftliche Kantonalbank, Hauptstrasse 109, 4147 Aesch BL
- First posted
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 provision, 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...
responsible for a sophisticated 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, 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, joyfully expand 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
are eloquent, enjoy contact with people and have the gift of winning them over with your positive radiance and your open, cheerful manner
bring an established network and have the ability to build and maintain sustainable and trustworthy 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: Regarding the megatrend digitalization, we are giving it full throttle. We are driving the automation of our business model, investing in technologies and adapting our organization towards agile forms of work.
Full of ideas: With us, you will find an innovation-friendly climate and your ideas are in demand. We are large enough to tackle even complex topics and at the same time small enough so that you can move a lot individually and achieve an impact.
Forward-looking: Probably no other bank offers as many continuing education opportunities as we do. Our employees confirm this with great scores in the continuing education criterion on kununu.
Relaxed: Our dress codes are quite relaxed. As is the interaction with one another with the wonderfully uncomplicated "du" culture.
Do you have questions?
For questions about the application process
Braun-Schoeffel (Human Resources)
Tel.
For technical information
Timothy Smith (Private Wealth & Financial Advisory)
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Posted 2 days ago