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Client Advisor

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Skill Farm

3mo ago

  • Internship
    Full-time
    Placement Program
  • Sales & Business Development
    Banking & Finance
  • Munich

AI generated summary

  • You should have a recent degree, be fluent in German and English, thrive in digital innovation, think analytically, engage confidently with others, and enjoy customer contact. Banking knowledge is a plus.
  • You will gain wealth management knowledge, provide customer advice, build a network through rotations and events, and collaborate with various departments to deepen understanding and insights.

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 is the duration of the trainee program for the Client Advisor position?

The trainee program lasts for 15 months.

What kind of degree do I need to apply for this position?

You should be on track to complete your Bachelor's or Master's degree or have completed your studies within the last 2 years.

Is a banking education required for this role?

A banking education is an advantage but not a requirement for the position.

What languages do I need to be fluent in to apply?

You need to be fluent in both German and English.

Will I have the opportunity to network during the trainee program?

Yes, you will build your own network through rotations, various events, and by working with your personal mentor.

Will I work directly with clients during the trainee program?

Yes, the program prepares you to provide independent customer advice in the area of wealth management.

Is prior experience in customer contact necessary for this position?

Prior experience is not necessary, but a job with customer contact should be what you are looking for.

What skills will I develop during the trainee program?

You will build specialist knowledge in relevant areas of need and learn how to apply this in customer discussions, along with developing analytical and structured thinking skills.

Are there opportunities to work on innovative topics during the program?

Yes, working on innovative topics, particularly in the digital field, is encouraged and allows you to flourish.

How will I learn about cooperating departments during the program?

You will immerse yourself in cooperating departments through rotations, gaining insights into how they work.

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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.