Senior Private Client Advisor

Your tasks

• Needs-based, individual, comprehensive, and solution-oriented advice for our customers
• Takeover of an existing customer portfolio with responsibility for its systematic and market-oriented development and expansion
• 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 into the banking and customer environment, as well as maintaining and developing the level of information and expertise
• Active participation in bank and customer events, as well as representing the bank in dealings with customers and external partners
• Active support in communicating internal and external offers, projects, and expert teams

Our requirements

• Higher banking education (HBF, 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 private banking 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-based compensation: 12 months' salary and a performance bonus based on the achievement of the bank's targets – we focus on shared goals and reward the success of the entire team.
• Home office and trust-based working hours: Whether in the office or at home—depending on your role, you decide where you can best advance your career. Thanks to trust-based working hours, you can organize your own working hours.
• Vacation days and vacation purchase: With us, you get at least 28 vacation days. In addition, you have the option of purchasing up to 10 additional days to tailor your time off to your specific needs.