Client Advisor Private Clients, Part-time 20–80%

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