Client Advisor Private Banking (m/f/d)

On behalf of our partner company in Munich, we are looking for you as soon as possible as a "Client Advisor Private Banking (m/f/d)".

Responsibilities

• As a Client Advisor Private Banking (m/f/d), you will support senior advisors in the holistic support and consultation of demanding private clients and institutional investors.
• You will maintain existing customer relationships in the upper private client segment and actively contribute to the development and expansion of long-term partnerships.
• You will participate in acquiring new clients, accompany sales activities, and support the strategic expansion of the assigned customer base.
• You will conduct goal- and closing-oriented advisory meetings, identify client needs, and develop customized investment strategies based on risk profiles and regulatory requirements.
• Furthermore, you will take on tasks in various projects within the Private Banking division and contribute your own ideas for process optimization and customer loyalty.

Qualifications

• You will take on tasks in various projects within the Private Banking division and contribute your own ideas for process optimization and customer loyalty.
• You have initial professional experience in the banking sector, ideally in Private Banking, Wealth Management, or investment advice.
• You are proficient in using MS Office, especially Word, Excel, and PowerPoint.
• You are characterized by high service orientation, strong communication skills, and a confident demeanor in customer contact.
• Excellent German language skills are a prerequisite.

Benefits

• Long-term job opportunity: The company is looking for long-term support through a permanent employment contract.
• Work-Life-Balance: Look forward to flexible working hours with the possibility of partial home office.
• Central Location: The company is located in the heart of Munich.
• Appreciative Work Culture: The department places great importance on a positive working environment. You can expect a "du" culture and tangible trust from management.
• Modern Environment: You can expect a modern work environment with the latest equipment.
• Further Development: The company offers numerous further training and development opportunities.

Do you find the job profile interesting? Then we look forward to receiving your application. Please send us your documents. For any questions, Simon Schneider is available at 089 954 287 111.

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