Kundenberater Private Banking (m/w/d)

Position: Kundenberater Private Banking (m/w/d)
Location: München
Employment Type: Unbefristete Festanstellung (Permanent Position)

About the Role:
Our partner company in Munich is seeking a Kundenberater Private Banking (m/w/d) to support senior advisors in the comprehensive management and consultation of sophisticated private clients and institutional investors. You will play a key role in nurturing existing client relationships within the affluent private client segment and actively contribute to building long-term partnerships.

Your Responsibilities:

• Support senior advisors in the holistic care and consultation of demanding private clients and institutional investors.
• Maintain existing client relationships in the high-net-worth segment and actively contribute to the acquisition and expansion of long-term partnerships.
• Participate in the acquisition of new clients, support sales activities, and assist in the strategic expansion of the assigned client base.
• Conduct goal- and closing-oriented advisory meetings, identify client needs, and develop customized investment strategies considering risk profiles and regulatory requirements.
• Take on tasks in various Private Banking projects and contribute your own ideas for process optimization and customer loyalty.

Your Qualifications:

• Initial professional experience in the banking sector, ideally in Private Banking, Wealth Management, or Investment Advisory.
• Proficient in MS Office, particularly Word, Excel, and PowerPoint.
• High service orientation, strong communication skills, and a confident demeanor in client interactions.
• Very good German language skills.

Benefits:

• Long-Term Job Opportunity: Permanent employment contract.
• Work-Life Balance: Flexible working hours with partial home office options.
• Central Location: Located in the heart of Munich.
• Appreciative Work Culture: Positive team environment, "Du-Kultur" (informal address), and trust from leadership.
• Modern Environment: State-of-the-art equipment and a contemporary workspace.
• Development: Numerous opportunities for further training and professional development.

Contact:
For inquiries, please contact Simon Schneider at 089 954 287 111.

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