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 customer base and strategically expand your own portfolio in private banking
• You will provide comprehensive advice to affluent private clients and institutional clients on individual investment and wealth solutions
• In addition, you will acquire new clients, identify business potentials, and develop long-term customer 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 Banker (m/f/d), Investment Fund Manager (m/f/d), Insurance and Financial Investment Clerk (m/f/d) or have a degree in business administration
• 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)
• In-depth 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 customer relationships are important
• In addition, you convince with consulting competence, entrepreneurial thinking, and a professional, committed demeanor

Benefits

• Work-Life-Balance: Look forward to flexible working hours and the possibility of partial home office
• Security: Permanent employment 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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