Customer Advisor Private Banking (m/f/d)

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

Responsibilities

• As a Customer Advisor Private Banking (m/f/d), you will support senior advisors in the comprehensive care and advice of sophisticated private clients and institutional investors.
• You will maintain existing customer relationships in the high-net-worth private client segment and actively contribute to the establishment 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 customer needs, and develop tailor-made investment strategies based on risk profiles and regulatory requirements.
• Furthermore, you will take on tasks in various projects within the Private Banking department and contribute your own ideas for process optimization and customer retention.

Qualifications

• You will take on tasks in various projects within the Private Banking department and contribute your own ideas for process optimization and customer retention.
• You have initial professional experience in the banking sector, ideally in Private Banking, Wealth Management, or Investment Advice.
• You are proficient in MS Office, especially Word, Excel, and PowerPoint.
• You are characterized by a high degree of service orientation, strong communication skills, and a confident demeanor in customer interactions.
• Very good German language skills are a prerequisite.

Benefits

• Long-term Job Opportunity: The company is seeking long-term support through a permanent employment contract.
• Work-Life Balance: Look forward to flexible working hours with partial home office opportunities.
• Central Location: The company is located in the heart of Munich.
• Appreciative Work Culture: The department places great importance on a positive working atmosphere. You can expect a "du" culture and noticeable trust from management.
• Modern Environment: You can expect a modern work environment with the latest equipment.
• 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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