Basic Private Customer Advisor (m/f/d)

For our consulting team in Winznau and Lostorf, we are looking for a service-oriented, motivated, and committed personality as a Basic Private Customer Advisor (m/f/d).

• Providing advice in the areas of numbers, saving, investing, and retirement planning
• Expanding the existing customer base through targeted acquisition of new customers
• Care and further development of your own customer portfolio
• Recognizing further customer needs and communicating them to the specialist departments
• Ensuring and supporting individual customer advisors as well as on-site customer care

• Completed commercial vocational training, experience in the financial services sector
• Enjoyment of customer contact and good communication skills
• Teamwork and flexibility
• Independent and responsible way of working
• Willingness to act as a practical trainer (m/f/d)