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