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Financial Consultant for Private Clients

vor 2 Monaten


Düsseldorf, Nordrhein-Westfalen, Deutschland Cichon Personal­management Vollzeit
Position Overview

Cichon Personalmanagement is seeking a committed and knowledgeable Financial Consultant for Private Clients. In this position, you will provide specialized financial guidance and services tailored to individual customer needs.

Key Qualifications
  • Completed education in finance or a related field
  • Demonstrated success in sales and customer engagement
  • In-depth knowledge of essential banking offerings including savings accounts, insurance products, and loan services
  • Strong understanding of investment strategies, equity and bond markets, as well as tax considerations
  • Exceptional customer service skills with a focus on achieving results
  • Ability to adapt to diverse customer profiles
  • Outstanding verbal and written communication abilities
  • Proactive in cross-selling and meeting sales targets
Your Role
  • Proactively market standard financial products and services while following established sales protocols
  • Develop and maintain personal, trusting relationships with clients
  • Conduct thorough needs assessments and prepare for client advisory sessions
  • Engage in proactive client outreach and acquisition
  • Perform necessary credit and financial assessments
  • Work collaboratively with various sales teams
What We Offer
  • Attractive annual salary
  • 36-hour work week
  • Contemporary work environment
  • Contributions to retirement savings plans
  • Exclusive health insurance options
  • Regular performance feedback
  • Access to a company physician and free mental health support
  • Company-sponsored events and gatherings
  • Monthly bike leasing contribution
  • Discounted public transport passes