Private Banking Client Advisor

Tasks

• You support your clients in all financial matters.
• Through targeted outreach and active networking, you will attract new customers and continuously build and expand your own client portfolio.
• You actively represent the bank at events and maintain personal contact with existing and potential customers.
• They work closely with our in-house experts to ensure that our customers receive comprehensive, high-quality service.

Requirements

• Several years of successful experience as a customer advisor in private banking
• Professional banking certifications (e.g., CFA, CIA, AZEK) are a plus
• Enjoyment in acquiring new customers and willingness to be actively on the go
• A strong desire to continually expand your network
• Strong interpersonal skills, a charming and open personality
• Entrepreneurial thinking, high level of initiative, and resilience
• Strong interest in financial markets, the economy, and current developments
• Confident communication in German and English

We offer

• An exciting and challenging position at a dynamic company
• A family-like environment with quick decision-making processes
• The opportunity to work independently as part of a small, experienced team and to grow professionally