Investment advisor

Function

You will take the lead in developing and managing investment relationships:

• Advising private clients on investment solutions
• Analysing clients' financial situation and objectives
• Proactively contacting customers to schedule appointments
• Building and maintaining long-term customer relationships
• Monitoring and optimising investment portfolios
• Identifying opportunities within the existing customer base
• Occasional support at the counter/reception

Profile

You combine a flair for business with an interest in the financial markets:

• Previous experience in investment or the banking sector is an advantage but not essential
• Strong interest in the stock market and financial products
• Business-minded and willing to proactively contact customers
• You exude confidence and maturity
• A team player who wants to help shape the story
• Not a “hard-selling salesperson”, but someone who gives genuine advice
• Analytical and proactive in working with the customer

Organisation

You will be joining an independent bank with several branches in the region.

• A team of around eight staff members spread across the offices
• A strong focus on long-term customer relationships
• Significant growth potential in investments
• Weekly team meetings and knowledge sharing
• Collaboration with other firms to foster cross-fertilisation

The approach is dynamic and team-oriented:

• Group targets with bonus scheme
• Weekly meeting (Tuesday afternoon)
• Additional consultation sessions within the investment team
• Flexible working hours depending on opening hours
• A strong emphasis on autonomy and trust
• Long-term collaboration is key

Offer

What do you get in return?

• Attractive salary package according to experience
• Group bonus scheme upon achieving targets
• Company car or alternative (e.g. electric bike)
• Hospitalisation insurance (DKV, including dental care)
• Meal vouchers (€8)
• Training programme and certification (with a pay rise)
• Approximately 30 days’ leave, including ADV and bridge days
• Flexible working arrangements with a focus on work-life balance
• Team-building activities and collaboration with other offices

Are you the investment adviser we’re looking for? Apply now!