Kundenbetreuer Vermögensverwaltung / Private Banking (m/w/d)

We are seeking a Client Adviser Wealth Management / Private Banking to join our team. As a client adviser, you will provide personal advice and establish long-term customer relationships through regular exchange of information. You will accompany clients through dynamic phases of the capital market and contribute to the improvement of our services.

Requirements

• Study of economics (BWL, VWL, WiWi) or training as a bank clerk (m/w/d), investment fund clerk (m/w/d), financial assistant (m/w/d) or comparable
• Experience in customer consulting, ideally in private banking, wealth management, at a financial services provider, in a family office or comparable
• Very good understanding of financial markets, capital market mechanisms, and fund-based investment strategies
• Motivation, existing processes to further develop and actively contribute to the improvement of our services
• Safe German language skills and good English language skills in word and writing

Benefits

• Occupational pension
• Deutschlandticket
• Hybrid working model
• Employee restaurant
• Sports and health offers