Top Career Opportunity in Private Banking

Schwäbisch Hall

We are looking for an experienced advisor (m/w/d) to successfully manage a portfolio of high-net-worth individuals and develop existing customer relationships. The position is aimed at advisors who enjoy complex client conversations, think entrepreneurially, and want to accompany their clients in the long term.

Aufgaben

Your Task

You will manage an existing customer base of high-net-worth individuals and be the central point of contact for all essential wealth-related matters.

Your responsibilities include:

• Comprehensive advisory services to high-net-worth individuals in the areas of asset management, provision, insurance, real estate, and succession planning
• Broadening existing customer relationships as well as winning new potential customers
• Developing individual wealth strategies together with specialists from the Sparkassen-Finanzgruppe
• Building and maintaining a reliable regional network
• Representing the company at customer events and networking formats

Qualifikation

Your Profile

• Banking qualification, for example, bank business administration (m/w/d) or comparable further education
• Multiple years of experience in advising high-net-worth individuals or private banking
• Outstanding sales orientation and joy in active customer care
• Safe demeanor and high advisory competence
• Initiative and a professional understanding of customer relationships

Benefits

The Offer

• Established customer portfolio with further development potential
• High degree of self-responsibility and entrepreneurial scope for action
• Professional environment with short decision-making paths
• Atractive remuneration according to TVöD-S
• 32 vacation days plus additional free days on December 24th and 31st
• Pension plan and comprehensive further education offers
• Further attractive additional benefits

Interest?

If you would like to discuss this perspective in private banking, I look forward to your contact. Of course, we will treat your inquiry absolutely confidentially.

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