Kundenberater Private Banking

About the role

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

Responsibilities

• Maintain existing client relationships in the upscale private client segment
• Assist in the acquisition of new clients and support sales activities
• Conduct goal-oriented consultation meetings to identify client needs
• Develop customized investment strategies considering risk profiles and regulations
• Participate in various Private Banking projects and contribute to 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

• Flexible working hours
• Home office options
• Central location
• Professional development opportunities
• Modern work environment