Private Banking Advisor (m/f/d)

Private Banking Advisor (m/f/d) - Full-time | Permanent Employment | Ulm

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

Responsibilities

• You will take over an existing client base and strategically expand your own portfolio in Private Banking.
• You will provide holistic advice to affluent private clients and institutional clients on individual investment and asset solutions.
• In addition, you will acquire new clients, identify business potential, and develop long-term client relationships.
• You will comprehensively manage your portfolio in securities and investment business and develop suitable investment strategies.
• Furthermore, you will expand your regional network and ensure high-quality and regulatory-compliant advice.

Qualifications

• You have completed training as a bank clerk (m/f/d), investment fund clerk (m/f/d), insurance and financial investment clerk (m/f/d), or have a degree in economics.
• Ideally, you have several years of experience as a Private Banking Advisor (m/f/d), Wealth Advisor (m/f/d), Investment Advisor (m/f/d), or Relationship Manager (m/f/d).
• Sound knowledge of securities and investment business as well as experience in advising affluent clients are required.
• An existing network or strong skills in acquiring new clients and a passion for building long-term client relationships are important.
• In addition, you impress with your consulting expertise, entrepreneurial thinking, and a professional, committed demeanor.

Benefits

• Work-Life-Balance: Look forward to flexible working hours and a partial home office option.
• Security: Permanent employment without a fixed term as part of direct placement.
• Central Location: Modern office space in the heart of Ulm.
• Attractive Remuneration: Comprehensive salary package with exciting special benefits.
• Development: Responsible job opportunity as well as numerous further training and development opportunities.

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

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