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Private customer advisor for capital investment consulting

1 month ago

Albany, New York, United States Eclipse Solutions Full time

About Vereinigte Volksbanken eG in New Albany:
We are the foundation of a strong community of 6 regional banks. Our company is a powerful and customer-oriented cooperative bank. A special feature is that we are present in the region as a branch network. Our business area in Böblingen, Sindelfingen, Schönbuch, Reutlingen, Weil der Stadt and Calw includes attractive and economically strong locations south of Stuttgart.

What do we offer?

  • A secure job in an exciting environment
  • Fair and respectful open communication
  • Targeted professional and personal development
  • Certified employer "Career & Family"
  • Possibility of mobile work within the company's regulations
  • Choice of working time model (time recording/flexitime)

What can you expect?

  • You will independently and comprehensively advise your assigned private clients according to the overall needs approach
  • You will intensify customer relationships and acquire new customers through systematic market development
  • You will sell investment products and services to meet individual customer needs
  • You will create individual investment and retirement strategies

What should you bring?

  • You have completed an apprenticeship as a bank clerk (m/f/d)
  • You

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