Description
The Customer Advisor will advise individual clients in the premium private-client segment on financial products, securities, wealth-building strategies, asset transfers, tax and legal requirements, and contract management. The role also covers customer contact management, cross-selling, business development, customer acquisition, regulatory compliance, and multi-channel service standards. It requires a banking or business administration qualification, several years of experience advising individual customers, strong securities knowledge, fluent German, and a commitment to further training. The position is based in the Regional Market “Mitte/West” and offers a 39-hour workweek, TVöD-based compensation, a performance bonus, pension, savings benefits, flexible working, and professional development opportunities.
