Senior Private Client Advisor

Your tasks

• Needs-oriented, individual, holistic and solution-oriented advice for our customers
• Taking over an existing client portfolio with the responsibility of developing it systematically and in line with requirements
• Active advice and support for your client portfolio in the areas of investments and pensions (financing is handled by the central credit department)
• Active participation in outbound and market development measures
• Utilization of the Bank, maintenance and promotion of the exchange of information
• Active participation in bank and client events and representation of the bank to external partners
• Participation in internal and external working groups, projects and expert teams

Our requirements

• Higher banking education (HBF, HWV, financial planner) or on the way there
• Extensive practical banking experience in advising and supporting private clients with portfolio management in the areas of investments and pensions (know-how in the private client and pension business is an advantage)
• Open, winning and team-oriented personality with high social skills
• Empathy and enjoyment in dealing with different people
• High sales ability as well as service orientation
• Very good IT user knowledge and digital affinity

We offer

• Attractive remuneration
• Attractive additional benefits model
• Flexible working time models

Performance-related remuneration

• 13 monthly salaries
• Performance bonus based on the achievement of bank targets

Further benefits

• Home office and trust-based working hours
• Vacation days and vacation purchase (at least 28 vacation days, up to 10 additional days can be purchased)