Senior Private Banking Advisor (m/f/d)

The Fürst Fugger Privatbank combines stability with modernity. The focus is on asset management and individual financial solutions for discerning private clients. Furthermore, we are among the leading providers of a quality liability umbrella for independent financial advisors.



To strengthen our Private Banking teams, we are looking for committed and sales-driven individuals who achieve sustainable success with their advisory expertise, their network, and their intuition for the needs of affluent clients.



We are filling the position of



Senior Private Banking Advisor (m/f/d)



on a full-time basis at our Munich location as soon as possible.



Your Responsibilities

• Professionally competent, experienced, and comprehensive support and advice for affluent private clients in all financial matters
• Active participation in shaping holistic advisory solutions with the goal of building long-term client relationships that generate sustainable returns and growth
• Representing the bank in public, e.g., planning or participating in client events, thereby building and maintaining networks in the market
• Dedicated acquisition of potential clients
• Independent administrative support for the team
• Receiving and recording securities transactions and other client orders in the bank's systems
• Carrying out administrative tasks related to asset management

Your Profile

• Completed vocational training as a bank clerk (m/f/d), university degree, or comparable qualification in the financial services industry
• Many years of experience in high-end investment advisory services and in servicing affluent private clients, ideally with an existing, established network
• Very good knowledge of financial markets and a strong interest in their development
• Confident demeanor and enjoyment of client contact
• Strong acquisition and communication skills, high client and team orientation
• Flexibility in terms of time and convincing ability to implement, even in challenging situations
• Proficient in using MS Office applications, ideally with knowledge of Atruvia systems (agree21BAP, BankingWorkspace)

What Speaks for Us

• A small team and flat hierarchies of a medium-sized private bank
• A working environment where team spirit and collegiality are paramount
• An attractive location that is very well accessible by public transport
• Flexible working hours through mobile working
• Permanent employment with company pension plan
• Standard banking remuneration structure
• Opportunities for personal and professional development
• The opportunity to use the digital platform voiio – for the compatibility of work and family
• Numerous benefits such as JobRad, subsidy for the Deutschlandticket, participation in the Corporate Benefit program, etc.

Interested?

We look forward to receiving your application! Please send us your documents by email to ----- stating your possible start date and your salary expectations.

Our Contact Details:

Fürst Fugger Privatbank Aktiengesellschaft

Human Resources Department

Maximilianstraße 38

86150 Augsburg

Phone: 0821/ 3201-0

www.fuggerbank.de