Private Banking Advisor (m/w/d) - Full Time | Permanent Position | Ulm
In pursuit of our partner organization in Ulm, we are seeking you as the Private Banking Advisor (m/w/d).
Responsibilities
- You will manage an existing client portfolio and build your own portfolio in private banking with a focused approach.
- Provide comprehensive advice to wealthy private clients as well as institutional clients on individual investment and wealth management solutions.
- Work to acquire new clients, identify business opportunities, and develop long-term customer relationships.
- Benchmark your portfolio effectively in both the primary and secondary markets and develop appropriate investment strategies.
- Build and maintain your regional network and provide high-quality and regulatory-compliant advice.
Requirements
- You possess a financial services qualification such as a banking or investment fund qualification, or you have completed a relevant degree in business or finance.
- Proven experience as a private banking advisor, wealth manager, investment advisor, or relationship manager, including at least 3 years of private banking experience.
- Proven knowledge of the investment and wealth management sectors, and hands-on experience in advising wealthy clients.
- A strong network or strong skills in acquiring new clients, and a passion for building long-term customer relationships.
- Outstanding ability to communicate clearly, demonstrate entrepreneurial thinking, and present in a professional, committed manner.
Benefits
- Flexible working hours and a home office option for a balanced lifestyle and work-life balance.
- Permanent position with indefinite contract in the form of direct placement.
- A central location in the heart of Ulm, with modern office facilities.
- Compensating benefits such as competitive salaries, bonuses, and comprehensive benefits.
- Opportunities for development through responsible positions, continuous training opportunities, and development programs.
Are you interested in this role? Contact Simon Schneider at 089 954 287 111 for more information on the English-speaking job opportunities in Germany on Arbeitnow.
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