AA Group Financial Consulting AG
Rotkreuz
Mandate Manager Private Clients
- 23 April 2024
- 100%
- Permanent position
- Rotkreuz
Job summary
Join aa group financial consulting ag, a successful local financial service provider. Exciting opportunity with a supportive work environment awaits!
Tasks
- Provide comprehensive, needs-based advice to clients on financial matters.
- Assist clients with retirement, insurance, and pension questions.
- Identify and leverage client potential through active portfolio management.
Skills
- Completed insurance or banking education; experience in financial consulting is required.
- Strong sales and customer-oriented personality.
- Independent work style and responsible action.
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About the job
Become part of a successful idea.
We, aa group financial consulting ag, a successful and locally focused financial service provider with offices in Rotkreuz ZG and Uznach St. Gallen, are looking for independent, committed and service-oriented personalities as financial advisors (m/f).
Your tasks
- Comprehensive, needs-based advice to clients on all financial matters
- Advising clients on pension provision, insurance and retirement
- Identifying and exploiting client potential through active and continuous management of the client portfolio
- Expanding your own client base through targeted acquisition
- Targeted implementation of market development measures and performing representative duties
Your profile
- Distinct sales- and client-oriented personality
- Independent working style and responsible conduct
- Teamwork skills and flexibility
- Completed insurance or banking training (possibly further training as financial advisor IAF)
- Several years of experience in financial consulting
- Client-oriented thinking and entrepreneurial action
Have we aroused your interest?
We are happy to be there for you.
Mr Dominik Schädler
Team Manager
looks forward to your contact
dominik.schaedler@aagroup.ch
041 784 45 84
