Client Advisor Private Banking

On behalf of our partner company in Munich, we are looking for you at the next possible date as a "Client Advisor Private Banking (m/f/d)". Responsibilities As a Client Advisor Private Banking (m/f/d), you will support senior advisors in the holistic care and advising of demanding private clients as well as institutional investors In doing so, you will maintain existing client relationships in the upscale private client segment and actively contribute to the establishment and expansion of long-term partnerships You will participate in the acquisition of new clients, accompany sales activities, and support the strategic expansion of the assigned client base You will conduct goal- and closing-oriented advisory discussions, identify client needs, and develop tailor-made investment strategies from them, taking risk profiles and regulatory requirements into account In addition, you will take on tasks in various projects within the Private Banking division and contribute your own ideas for process optimization and client retention Qualifications You take on tasks in various projects within the Private Banking division and contribute your own ideas for process optimization and client retention You have initial professional experience in the banking environment, ideally in Private Banking, Wealth Management, or wealth advisory You are proficient in using MS Office, especially Word, Excel, and PowerPoint You are characterized by a high level of service orientation, strong communication skills, and a confident demeanor in client contact You have excellent German language skills Benefits Long-term job opportunity: The company is looking for long-term support within the framework of a permanent employment contract Work-Life Balance: Look forward to flexible working hours with a proportional home office option Central location: The company is located in the heart of Munich Appreciative work culture: The department attaches great importance to positive cooperation. You can expect a Du-Kultur and noticeable trust from the management Modern environment: You can expect a modern working environment with the latest equipment Further development: The company offers numerous training and development opportunities Do you find the job profile interesting? Then we look forward to your application. Send us your documents. If you have any questions, Simon Schneider will be happy to help you at 089 954 287 111. Find more English Speaking Jobs in Germany on Arbeitnow