fachkundiger finanzdienstleister gesucht!

We are currently seeking an experienced Financial Advisor to join our team.

Job Description

You will be responsible for managing a portfolio of clients, providing expert financial guidance and advice to help them achieve their long-term goals. You will work closely with our Portfolio Management team and Client Directors to deliver exceptional service and results.

Day-to-Day Responsibilities:

• Betreiben Sie eine langfristige Kundenbetreuung im gehobenen Privat- und Firmenbereich ohne zusätzlichen Produktverkauf
• Auf- und Ausbau einer vertrauensvollen Beziehung zu unseren KundInnen