✨ AI Insights & Summary
This role offers a fantastic opportunity to join a well-established, family-friendly bank in Munich with over a century of history, serving both private and institutional clients. You'll be instrumental in advising high-net-worth individuals, with significant investment in your professional growth through specialized training and coaching. It's a chance to be part of a forward-thinking institution transforming the market, backed by comprehensive industry-leading benefits and a commitment to employee development.
Customer Advisor (m/f/d) - Private Banking
Are you seeking an opportunity to apply your expert knowledge and join an employer that fosters your career growth through professional and personal development?
The PRIME HR Agency® is pleased to introduce this globally-minded and family-friendly employer in Munich, offering this position as a Customer Advisor (m/f/d) in banking.
Established for over 100 years through reliability with both high-end private and institutional clients, this bank offers its employees valuable support at its academies, in the form of diverse further training opportunities.
In custom-designed seminars and workshops, as well as individual coaching and training, you will have the opportunity to develop into a specialist.
We are happy to provide you with information regarding your inquiry about collaboration.
Responsibilities
- Provide your personally assigned affluent private clients with your expertise in all banking matters.
- Offer prospective advice and acquisition of real estate financing, including skillful handover to our real estate center.
- Be a doer: identify opportunities and develop individual solutions that best meet client needs.
- Participate in the research and development of products and services tailored to client needs.
Qualifications
What we are looking for:
People who think outside the box. Personalities with a clear view of risks and opportunities. And the ambition to work in an environment that is just as ambitious as they are.
- Completed training as a bank clerk; a Bankfachwirt (m/f/d) is also welcome.
- You have several years of practical experience in managing private clients, ideally in the banking or fintech sector.
- Comprehensive knowledge of individual products and processes for private client loans, also in securities business if possible.
Benefits
What awaits you:
- A central role in a systemically relevant institution.
- A professional environment with the highest quality standards.
- The opportunity to apply your analytical skills at a premium level.
- The most extensive benefits in the industry:
- Strong remuneration for above-average sales performance.
- Occasional home office days? No problem - included and individually selectable.
- 32 days of paid vacation + special leave.
- Become part of this modern bank, which is transforming the market in many respects and offers a future-oriented business area.
- Support with relocation if needed.
- Modern office spaces in one of Munich's most beautiful locations.
- Various benefits in the areas of catering, mobility (e.g., bicycle leasing, subsidy for Deutschlandticket), insurance, discounts, health management (e.g., gym), vacation, and leave.
Do you want to become part of something big – and grow yourself in the process?
Then apply now exclusively through PRIME HR Agency®, your partner for premium careers in the financial sector.