Job offer
Private Banking Manager for the Baden-Württemberg Region (m/f/d)
DZ PRIVATBANK is seeking a Private Banking Manager for the Baden-Württemberg region who will serve as the primary point of contact for private clients and provide wealth management advice and planning. The ideal candidate will have a degree in economics, banking training, and several years of experience in the sales of financial services.
Tasks
* Primary point of contact for all private clients in the Private Banking and Corporate Banking divisions, providing (wealth) advisory services. * Quantitative and qualitative planning (asset analysis, market valuation), including implementation * Management and control of quantitative (wealth) advisory services, discussions at the executive board level regarding wealth advisory services * VR-PrivateBanking / acquisition of existing and new clients * Training and support for advisors in the sale of DZ PRIVATBANK product solutions * Joint sales / Free Money by integrating DZ PRIVATBANK into our service offerings, which complements wealth advisory and planning * Coordination of collaboration with other units to identify synergies and potentialRequirements
* You have successfully completed a degree in economics and/or banking training * You have several years of experience in B2C/B2G sales within the financial services sector * You have a strong aptitude for numbers and place great importance on distinguishing between loyalty and sustainabilityWe offer
* Job Ticket * Job Bike * EGYM Wellpass * Wide range of continuing education opportunitiesJob details
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