Financial Advisor for Private Clients

Vor 5 Tagen

Düsseldorf, Nordrhein-Westfalen, Deutschland Cichon Personal­management Vollzeit

Cichon Personalmanagement is seeking a dedicated and experienced Private Client Financial Advisor to join our team. In this role, you will be responsible for providing expert financial advice and services to our valued customers.

Your Responsibilities
  • Provide comprehensive financial guidance to private clients, encompassing savings, insurance, loans, investments, stock trading, and bond trading.
  • Develop strong relationships with clients based on trust and understanding their individual financial needs.
  • Conduct thorough customer needs analyses and prepare for advisory meetings tailored to each client's situation.
  • Actively engage in acquiring new clients through proactive outreach and relationship building.
  • Perform standardized credit and solvency checks to ensure responsible lending practices.
  • Collaborate effectively with various sales units within the organization to provide a seamless customer experience.
Requirements
  • A completed banking education or equivalent qualification is essential for this role.
  • Proven success in sales and customer service demonstrates your ability to build rapport and achieve results.
  • In-depth expertise in standard banking products, including savings accounts, insurance policies, and loan options, is required.
  • A strong understanding of investment business principles, stock and bond trading, and tax implications will be highly valued.
  • A customer-centric approach with a passion for delivering exceptional service is crucial for success in this position.
  • The ability to adapt your communication style to effectively interact with diverse clientele is essential.
  • Excellent communication skills, both written and verbal, are required to clearly convey financial information.
  • A proactive mindset and commitment to achieving sales targets are key attributes for this role.
Benefits
  • Competitive salary of € annually
  • 36 hours/week work schedule
  • Modern and dynamic work environment
  • Contribution to a company pension scheme for your financial well-being
  • Exclusive health insurance offer for comprehensive coverage
  • Regular feedback and performance reviews to support your professional growth
  • Access to a company doctor and free psychological counseling services for your overall well-being
  • Engaging company events and gatherings to foster team spirit
  • Monthly contribution to bike leasing programs to promote sustainable commuting
  • Discounted public transportation tickets for convenient travel

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