Senior Private Client Advisor

Your tasks

• Needs-oriented, individual, holistic and solution-oriented advice for our customers
• Takeover of an existing customer portfolio with responsibility for its systematic, market-oriented development and ongoing optimization
• Active advising and support for your client portfolio in the areas of investments and pensions (financing is handled by the central financing department)
• Active participation in outbound and market development measures
• Gaining insights within the bank; maintaining and developing the level of information and expertise within the bank
• Active participation in bank and customer seminars as well as revision courses/presentations by the bank to external partners
• Active participation in internal training courses, team and department seminars, projects, and expert groups

Our requirements

• Higher banking education (HF/BB, HWV, financial analyst) or currently studying for this qualification
• Many years of experience in advising and supporting private clients with portfolio management in the areas of investments and pensions (expertise in financial and pension law 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

• Performance-related remuneration: 12 monthly salaries and a performance-related contribution based on the achievement of bank targets
• Home office and trust-based working hours: depending on your function, you decide where you can work best
• Vacation days and vacation purchase: at least 28 vacation days, plus you have the option to purchase up to 10 additional days