Kundenberater Private Banking

About the role

As a Private Banking Client Advisor, you will support senior advisors in the holistic care and consulting of demanding private clients and institutional investors. You will maintain existing relationships, contribute to the acquisition of new clients, and develop tailored investment strategies based on risk profiles and regulatory requirements.

Responsibilities

• Support senior advisors in the holistic care and consulting of private and institutional clients
• Maintain existing client relationships and contribute to the development of long-term partnerships
• Assist in the acquisition of new clients and support strategic expansion of the client base
• Conduct goal-oriented consulting sessions and develop customized investment strategies
• Participate in various Private Banking projects and contribute ideas for process optimization

Required skills

• Private Banking
• Wealth Management
• Asset Management
• MS Office
• German

Qualifications

• Professional experience in the banking sector
• Experience in Private Banking, Wealth Management, or asset consulting

Benefits

• Permanent employment
• Flexible working hours
• Home office options
• Central location
• Professional development opportunities