Private Client Advisor

Excelloit Consultancy Services; Großenlüder; Hybrid; EUR 43,000 - 60,000; Full time

Benefits offered by this job

13th salary

Profit sharing

Company pension scheme

30 days annual leave

Home office 1 day per week

Job summary

Excelloit Consultancy Services in Germany is seeking a Private Customer Advisor or Bank Clerk to provide comprehensive financial advice and build long-term relationships with private customers. You will manage your own portfolio, conduct consultations, and strive to achieve revenue and activity targets.

The role requires a minimum of 1 year of experience, German at C1, and Beraterpass certifications. The company offers a modern hybrid work environment, 13 monthly salaries, profit sharing, and a

Qualifications

• Minimum 1 year of relevant professional experience.
• German language skills at C1 or higher.
• Advisor certificates Level 2 or Level 3 with relevant professional experience.
• Good communication and interpersonal skills.

Responsibilities

• Manage and develop your own customer portfolio.
• Provide comprehensive financial advice on investments, retirement planning, financing and insurance.
• Conduct customer consultations in person or digitally.
• Schedule appointments and proactively contact customers.
• Identify customer needs and offer suitable financial solutions.
• Collaborate with colleagues and financial specialists to provide tailored services.
• Develop and expand your customer base.
• Contribute ideas and support process improvements.
• Achieve individual targets related to revenue, activity and business volume.

Skills

Portfolio management

Financial advisory

Communication

Customer service

Teamwork

Education

Beraterpass 3

Beraterpass 2

Tools

Microsoft 365

Job description

Employment Type: Full time

Experience: Minimum 1 year

Language: German C1

Job Overview

We are looking for a motivated and customer oriented Private Customer Advisor or Bank Clerk to provide comprehensive financial advice and build long term relationships with private customers.

Key Responsibilities

• Manage and develop your own customer portfolio.
• Provide comprehensive financial advice on investments, retirement planning, financing and insurance.
• Conduct customer consultations in person or digitally.
• Schedule appointments and proactively contact customers.
• Identify customer needs and offer suitable financial solutions.
• Collaborate with colleagues and financial specialists to provide tailored services.
• Develop and expand your customer base.
• Contribute ideas and support process improvements.
• Achieve individual targets related to revenue, activity and business volume.

Requirements

• Minimum 1 year of relevant professional experience.
• Advisor Certificate Level 3 Beraterpass 3 or Level 2 Beraterpass 2 with relevant professional experience.
• German language skills at native or fluent level C1 or higher.
• Good technical skills in Microsoft 365.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Reliable, responsible and well organized working style.
• Customer oriented approach and initiative.
• Secure and long term employment.
• 13 monthly salaries and additional performance based compensation.
• Profit sharing and company pension scheme.
• 30 days of annual leave plus 2 bank holidays.
• Flexible working hours and one day of home office per week.
• Modern working environment with laptop and individual offices.
• Personal and digital customer consultation options.
• Structured onboarding and individual development plans.
• Regular training and career development opportunities.
• Supportive team culture and flat hierarchies.