Position Summary

As a Client Advisor for Private Clients in insurance, pensions and investments, you are responsible for advising and supporting our clients. You build long-term client relationships and support our clients in achieving their financial goals. This position requires a high level of sales skills and client orientation.

Tasks and Responsibilities

Identify and acquire potential clients
Take over an existing client portfolio with significant potential
Conduct detailed needs analyses and individual financial planning for clients
Advise on insurance products, pension plans and investment options
Ensure high client satisfaction

Requirements

Experience in the financial industry is a plus
Ideally, you hold a degree in one of the relevant fields
Excellent interpersonal and communication skills
Strong client orientation and service mentality
Self-motivated and results-oriented

What We Offer

Diverse and responsible scope of duties
An environment with many opportunities
Varied activities thanks to a wide range of products and client contacts
Above-average earning potential through a performance-based compensation model
Career advancement to Sales Manager or specialisation in pensions, investments or SME
High flexibility in working hours

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Foscaldi Treuhand GmbH