Financial Advisor

vor 2 Monaten


Munich, Bayern, Deutschland OPUS ONE Recruitment GmbH Vollzeit
About the Role

We are seeking a highly skilled and experienced professional to join our team as a Customer Service Representative for Private Banking. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.

Key Responsibilities
  • Act as a direct point of contact for all customer inquiries and concerns
  • Offer and provide financial products and services to clients
  • Advise and support clients on account management and payment transactions
  • Provide guidance and support to clients on private credit and financing options
  • Identify and pursue new business opportunities
Requirements
  • Completed education in banking or a related field
  • Proven experience in private banking or a related field
  • Excellent communication and interpersonal skills
  • Ability to build and maintain strong relationships with clients
  • Strong analytical and problem-solving skills
  • Ability to work in a fast-paced environment
What We Offer
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package
  • A chance to work with a leading recruitment agency


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