Kundenberater (m/w/d) Bankkaufmann

Kundenberater (m/w/d) Bank - Private Banking

Company: PRIME HR Agentur® (representing a Bank)
Location: München

PRIME HR Agentur® is introducing an open-minded and family-friendly employer in Munich – a bank with over 100 years of history, established with both high-net-worth private clients and institutional clients. This bank offers exceptional opportunities for professional and personal development through its academies, seminars, workshops, and individual coaching.

About the Role

As a Kundenberater (Client Advisor) at this esteemed bank, you will leverage your expertise to advise your personally assigned affluent private clients on all banking matters. You will be responsible for perspective planning, advising on real estate financing, and skillfully transitioning clients to our real estate center. You are a proactive individual who identifies opportunities, develops tailored solutions, and contributes to the research and development of new products and services.

Qualifications

• Completed training as a Bankkaufmann (Bank Clerk), with preference given to those with Bankfachwirt (m/f/d) qualifications.
• Several years of practical experience in managing private clients, ideally within the banking or fintech sector.
• Comprehensive knowledge of products and processes for private customer loans, with experience in securities business also valued.
• Ability to think outside the box, identify risks and opportunities, and thrive in an ambitious environment.

Benefits

• A central role within a systemically relevant institution.
• A professional environment with the highest quality standards.
• Opportunity to utilize analytical skills at a premium level.
• Extensive industry benefits:
• Strong remuneration for above-average sales performance.
• Occasional home office days included and individually selectable.
• 32 days of paid vacation + special leave.
• Opportunity to be part of a modern, market-transforming bank.
• Relocation support if needed.
• Modern office spaces in a prime Munich location.
• Diverse benefits in catering, mobility (e.g., bicycle leasing, Deutschlandticket subsidy), insurance, discounts, health management (e.g., gym), vacation, and time off.

If you are ambitious, seeking to grow within a leading financial institution, and want to be part of something significant, apply now exclusively through PRIME HR Agentur®.