Private Banking Berater

About the role

The Private Banking Consultant will manage an existing client base while actively expanding their own portfolio. This role involves providing holistic investment and wealth management advice to high-net-worth private and institutional clients. The consultant will focus on developing long-term relationships, identifying business opportunities, and ensuring high-quality, regulatory-compliant advisory services.

Responsibilities

• Manage an existing client base and expand the portfolio within Private Banking
• Provide holistic advice on individual investment and wealth solutions to high-net-worth and institutional clients
• Acquire new clients and identify business potential to develop long-term relationships
• Oversee portfolio management in securities and investments while developing tailored strategies
• Expand regional networks and ensure high-quality, regulatory-compliant advisory services

Required skills

• Private Banking
• Securities
• Investment management
• Client acquisition
• Relationship management

Qualifications

• Completed vocational training as a bank clerk, investment fund clerk, or insurance and financial investment clerk
• Degree in economics or business administration
• Several years of experience as a Private Banking Consultant, Wealth Advisor, Investment Advisor, or Relationship Manager

Benefits

• Flexible working hours
• Partial home office options
• Permanent employment contract
• Modern office space in central Ulm
• Comprehensive salary package
• Professional development opportunities