Experienced Private Banking Advisor (m/w/d)

About the Company

We are a successful bank with a strong market position and an established Private Banking division, seeking a seasoned advisor to serve our discerning clientele.

About the Role

As an experienced Advisor (m/w/d), you will provide comprehensive support to affluent private clients, nurturing and developing existing client relationships. This role is perfect for individuals who enjoy sophisticated client conversations, think entrepreneurially, and are committed to long-term client partnerships.

Your Responsibilities

• Holistic advisory for affluent private clients in wealth investment, retirement planning, insurance, real estate, and estate planning.
• Expansion of existing client relationships and acquisition of new potential clients.
• Development of individual wealth strategies in collaboration with specialists from the Sparkassen-Finanzgruppe.
• Building and maintaining a robust regional network.
• Representing the bank at client events and networking functions.

Your Profile

• Banking-specific qualification, such as a Certified Banking Specialist (Bankbetriebswirt - m/w/d) or equivalent further education.
• Several years of experience in advising affluent private clients or in Private Banking.
• Strong sales orientation and a passion for active client engagement.
• Confident demeanor and high advisory competence.
• Proactive initiative and a professional understanding of client relationships.

What We Offer

• An established client portfolio with significant development potential.
• A high degree of personal responsibility and entrepreneurial freedom.
• A professional environment with short decision-making paths.
• Attractive remuneration according to TVöD-S.
• 32 vacation days plus additional days off on December 24th and 31st.
• Company pension plan and extensive further training opportunities.
• Other attractive additional benefits.

Interested?

If you wish to discuss this Private Banking opportunity further, I look forward to hearing from you. Your inquiry will be treated with absolute confidentiality.