We are looking for team-oriented top performers who convince through their advisory success and their ability to achieve excellent results in a dynamic environment
Job Summary
We are looking for team-oriented top performers who convince through their advisory success and their ability to achieve excellent results in a dynamic environment.
You will be responsible for your own customer portfolio with demanding and complex needs, providing individual and holistic advice on asset investment, retirement planning, and succession planning.
We offer a wide range of benefits that cover all your professional and personal needs, including emotional, physical, social, and financial well-being.
Matching Summary
We are looking for team-oriented top performers who convince through their advisory success and their ability to achieve excellent results in a dynamic environment.
Skills & Requirements
Must-have
customer acquisition and relationship management
holistic financial advice
investment and retirement planning
MiFID compliant advisory
Nice-to-have
team-oriented top performers
dynamic environment
positive attitude
socially connected
Key Requirements
Completed banking apprenticeship
Proven success in acquisition
Several years of experience in consulting and sales