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Client Advisor

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Skill Farm

3mo ago

  • Internship
    Full-time
    Off-cycle Internship
  • Sales & Business Development
    Banking & Finance
  • Munich

AI generated summary

  • You should hold a recent Bachelor's or Master's, be fluent in German and English, excel in analytical thinking, and enjoy customer contact in innovative, digital fields.
  • You will engage in rotations across departments, gain insights into wealth management, build expertise, network through events, and receive mentorship to provide independent customer advice.

Requirements

  • You will soon successfully complete your Bachelor's or Master's degree, or have completed your studies within the last 2 years
  • You are convincing in both German and English
  • Working on innovative topics, especially in the digital field, allows you to flourish
  • You are motivated to redesign a dynamic growth industry
  • Analytical and structured thinking are your strengths
  • You approach other people confidently and find it easy to win them over
  • A job with customer contact is exactly what you are looking for
  • A banking education is of course an advantage, but not a must

Responsibilities

  • An inspiring and educational time! During your 15-month trainee program, we will prepare you to provide independent customer advice in the area of wealth management clients. You will build up specialist knowledge in all relevant areas of need and learn how to successfully apply this in customer discussions. In addition, you will build up your own network through rotations, a variety of events and your personal mentor.
  • Going through rotations is an integral part of your trainee program. You immerse yourself in cooperating departments, learn how they work and gain exciting insights that you would miss if you joined directly.

FAQs

What does the trainee program for the Client Advisor position entail?

The trainee program lasts for 15 months and prepares you to provide independent customer advice in wealth management, including building specialist knowledge and gaining insights through rotations and events.

What qualifications are required for the Client Advisor role?

You should be close to completing or have completed a Bachelor's or Master's degree within the last 2 years.

Is fluency in languages important for this position?

Yes, you need to be convincing in both German and English.

Are there opportunities to work on innovative topics?

Yes, the role provides opportunities to work on innovative topics, particularly in the digital field.

Is prior banking education necessary for this position?

No, while a banking education is an advantage, it is not a requirement.

What personal skills are important for a Client Advisor?

Strong analytical and structured thinking, as well as confident interpersonal skills, are crucial for winning over customers.

Will I have opportunities to network during the trainee program?

Yes, you will build your own network through rotations, events, and mentorship.

Is customer interaction a part of the job?

Yes, the role involves significant customer contact, which is essential to the position.

How does the rotation process work in the trainee program?

You will immerse yourself in cooperating departments to learn their operations, providing valuable insights that enhance your understanding and skills in the field.

What kind of growth industry will I be working in?

You will be engaging in a dynamic growth industry, focusing on wealth management clients.

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Human Resources
Industry
1-10
Employees
2023
Founded Year

Mission & Purpose

Skillfarm is a professional development platform that focuses on building and enhancing skills in areas such as leadership, communication, and problem-solving. Their ultimate mission is to empower individuals and teams to achieve their full potential through targeted skill-building programs. The purpose of Skillfarm is to bridge the gap between existing skills and the demands of the modern workplace, enabling users to thrive in their careers by offering practical, real-world training solutions.