Anlageberater (m/w/d)
On-siteEisenberg, Thuringia, Germany
Job Summary
Conduct holistic financial advisory for private clients within your assigned portfolio, developing tailored investment and savings strategies aligned with life goals, risk profiles, and market opportunities. Build and maintain long-term, trust-based relationships while expanding the existing client base through active acquisition of new customers and leveraging cross-selling potential. Manage day-to-day client interactions with a focus on individualized, transparent consultation. This role offers flexible working hours and the possibility of daily home office work. We provide mentoring, targeted further education, and clear development perspectives for early-career professionals.
Required Qualifications
- Abgeschlossene Ausbildung im Bankwesen oder vergleichbare Qualifikation
- Erfahrung in der Kreditsachbearbeitung und Kundenberatung
- Gute Kommunikationsfähigkeiten
- Freude am Umgang mit Menschen
- Zuverlässigkeit
- Verantwortungsbewusstsein
- Teamgeist
- Bereitschaft, sich fachlich weiterzuentwickeln
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