Trainee for Private Client Advisor

3 weeks ago


Rio Grande, United States Horizon Ventures Full time
About Horizon Ventures

We are a locally rooted, regionally connected, and democratically organized cooperative bank committed to our members. Our unique character is reflected in our commitment to our customers and our community.

What We Offer
  • Varied and independent tasks that allow you to grow professionally and personally
  • A dynamically growing cooperative bank with fast communication and decision-making processes
  • Excellent opportunities for personal and professional development
  • Extensive social benefits, including e-bike and mobile phone/PC leasing
  • Intensive training for new employees to ensure your success
  • Flexible working hours and the possibility of mobile work
  • An attractive salary and 30 days of vacation
  • Company pension scheme
Your Responsibilities
  • You will provide comprehensive advice to private customers, identifying their needs and cross-selling opportunities
  • You will acquire potential new customers and analyze customer relationships in terms of profitability, potential, and intensity of the business relationship
  • You will train for proactive, comprehensive, goal- and result-oriented customer conversations
  • You will create and present standardized offers in credit, investment, and cross-selling business
What We Are Looking For

We are looking for a motivated and talented individual who is passionate about providing excellent customer service and is eager to learn and grow with our company.


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