Private Banking Advisor (m/w/d)

We are looking for you to join our partner company in Munich as „Private Banking Advisor (m/w/d)“.

Tasks

• As Private Banking Advisor (m/w/d), you will support senior advisors in the comprehensive care and consulting of demanding private customers and institutional investors
• You will maintain existing customer relationships in the high-end private customer segment and actively contribute to the growth and development of long-term partnerships
• You will work on acquiring new customers, accompany sales activities, and support the strategic expansion of the assigned customer base
• You will conduct goal-oriented consulting conversations, recognize customer needs, and develop tailored investment strategies taking into account risk profiles and regulatory requirements
• You will take on tasks in various projects within the Private Banking department and bring your own ideas for process optimization and customer binding

Qualification

• You will take on tasks in various projects within the Private Banking department and bring your own ideas for process optimization and customer binding
• You have first professional experience in the banking sector, ideally in Private Banking, Wealth Management, or asset management
• You are proficient in handling MS Office, particularly Word, Excel, and PowerPoint securely
• You stand out with high service orientation, communication strength, and a confident appearance in customer contact
• You have very good German language skills

Benefits

• Long-term job opportunity: The company is looking for long-term support within an unlimited fixed-term employment contract
• Work-Life-Balance: Look forward to flexible working hours with partial home office possibility
• Zentral location: The company is located in the heart of Munich
• Appreciative work culture: The department places great value on a positive atmosphere. It expects a