Affluent Private Client Advisor

Your tasks

• Advice and support for high-net-worth private clients in connection with generational succession
• Selling standardized products and services as part of the advisory process in the areas of money transfers, investment opportunities, and wealth management strategies
• Handling complex assignments and tasks as part of our specialized work on client systems, or taking on responsibilities related to specialist or investment roles in the areas of financing, bonds, or retirement planning
• Participate and Collaborate on Internal Projects

Your profile

• Banking training or equivalent training
• Completed or ongoing continuing education, e.g., Certified Financial Planner (CFP) / Bachelor's degree in Banking & Finance, etc.
• Several years of experience in managing high-net-worth private clients—requires in-depth knowledge of the financing process and, ideally, experience with client contact and digitalization
• Affiliate and enjoyment in using digital technologies in the consulting process, as well as your customer interactions, demonstrate your ability to work as part of a team, your openness, and your willingness to earn. Your empathetic, authentic, and emotional nature leads to a positive and emotionally engaging customer experience.

Our offer

• Mutual support, team spirit, teamwork, and independent collaboration are second nature to us
• Take over an exciting and well-managed client account with strong new business; work together to develop a training plan and support your professional development
• Access to internal and external networks and mentoring programs (e.g., Peers & Peers, funding discussions—membership, the "Mensch" network, and others)
• Attractive total compensation package with extensive benefits (from A for retirement plans to Z for zoo tickets)