Kundenberater Private Banking

About the role

The Private Banking Client Advisor supports senior consultants in the holistic care and advisory of demanding private clients and institutional investors. This role involves maintaining existing client relationships, actively contributing to the acquisition of new clients, and developing tailored investment strategies. The advisor also participates in various projects to optimize processes and enhance client retention.

Responsibilities

• Support senior consultants in the holistic care and advisory of private and institutional clients
• Maintain and expand existing client relationships in the high-net-worth segment
• Assist in the acquisition of new clients and support sales activities
• Conduct goal-oriented advisory meetings and develop customized investment strategies
• Participate in departmental 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 advisory

Benefits

• Permanent employment contract
• Flexible working hours
• Home office options
• Central location
• Positive work culture
• Modern work environment
• Professional development opportunities