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Finanzberater für vermögensbildung und finanzplanung - aktives kundenmanagement (m/w/d)

Hemau
beBeeCareers
Finanzberater
Inserat online seit: 18 Juni
Beschreibung

We make it easy for people to improve their lives. Even as an employer.

As a market leader, our corporate philosophy revolves around customer proximity and regionalism. Our employees advise with passion our customer base in the city and the district of Regensburg on all financial matters. As part of the Sparkassen-Finanzgruppe, we offer a wide range of banking services for private and business customers, including services such as financial consulting, insurance services or loans and real estate financing.

We are available personally as well as over digital channels and social media.


Servicedescription

* You are responsible for independent advice to your assigned customers within the framework of the holistic advisory approach in the activ, passiv, securities and combination business
* You develop and implement active sales ideas and strategies
* You recognize customer needs and tap into existing potential
* You win new customers and maintain and intensify existing customer relationships
* You coordinate closely with our internal specialists


Requirements

* You have a banking education as a bank clerk and have completed further training
* You have comprehensive knowledge and extensive experience in independent customer advising
* You show initiative and a high level of sales orientation
* You think entrepreneurially and develop customer-oriented financial concepts
* You possess excellent communication skills and negotiation skills


Benefits

* Attractive remuneration in the public sector with performance- and success-related variable components and the Sparkassen-special payment
* Employer-financed old-age provision
* 32 days of paid annual leave, plus additional free time on December 24th and 31st
* Multifaceted opportunities for further education and career development
* Flexible working hours, freely plannable up to the opening hours of the counseling centers

JBRP1_DE

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