Senior Private Client Advisor

Job description: Private Client Advisor Senior

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 sustainably
• Active advising and management of your client portfolio in the areas of investments and pensions
• Active participation in outbound and market development measures
• Representation of interests in the banking, finance, and investment sector
• Active participation in bank and customer events
• Representing the bank to our customers and business partners
• Active participation in internal training courses, working groups, projects, and expert teams

Our requirements

• Higher professional education (HF/BB, HWV, financial planner) or on the way to
• Experience in advising and supporting private clients, ideally with portfolio management
• Open, engaging, and team-oriented personality with strong social skills
• Empathy and enjoyment in dealing with different people
• High level of trustworthiness and service and consulting expertise
• Strong communicator who can interact well with customers, colleagues, and suppliers
• Very good IT user knowledge and digital affinity

We offer

Performance-related remuneration

• 12 months' salary and a performance-related bonus if we achieve our goals together – we focus on mutual goals and evaluate the success of the entire team.

Benefits

Home office and trust-based working hours

• Whether in the office or at home—whatever suits you best. Thanks to trust-based working hours, you can organize your working time flexibly.

Vacation days and vacation shopping

• With us, you get at least 25 days of vacation. In addition, you have the option of purchasing up to 10 additional days to tailor your time off to your needs.