Finanzberater:in als Quereinsteiger/in im Finanzdienstleistungsbereich

Über uns
We are a independent financial services provider that offers our customers comprehensive, transparent and sustainable advice in the areas of finance & investments, provision & insurance, mortgages & real estate as well as taxes & law.
We are an established and rapidly growing financial services company that seeks junior customer advisors for further business development in the financial services sector with the willingness to accompany our vision and growth plans.

Aufgaben und Pflichten
As a junior customer advisor, you will be responsible for needs-oriented and professional advice to customers in the financial sector, acquisition of customers and building up a customer base, representation of our company at events and care and management of your own customer portfolio.

Anforderungen und Qualifikationen
We expect from you a completed vocational training, very good German knowledge (additional language skills are of advantage), winning personality, high level of commitment, independent, committed and goal-oriented way of working, 20-35 years old, good IT knowledge (MS Office) and an open-minded personality interested in finance.

Löhne und Vorteile
We offer you an introduction program to the activity of the customer advisor of 6 months, attractive remuneration and employment conditions, exciting career opportunities and support in external further education, access to existing partnerships with banks, insurers, asset managers, pension funds, trust companies and tax experts as well as real estate companies, modern office facilities in the heart of Basel and an entrepreneurial and achievement-oriented working environment.
Das monatliche Gehalt liegt bei etwa 5.000€, abhängig von Erfahrung und Qualifikation.

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