Private Banking Advisor/Senior Advisor with leadership potential (m/f/d)

Company description

Private Banking Consultant / Senior Consultant Private Banking (m/w/d)

The Volksbank Möckmühl stands for personal proximity, sustainable consulting and lived cooperative values. In the course of the strategic development of our private banking, we are looking for a dedicated and entrepreneurial thinking personality. You understand complex asset structures, work hand in hand with our corporate customer advisors and bring the potential and ambition to take over the professional and personal leadership of our private banking team. Location: Möckmühl | Scope: Full time Your Area of Responsibility – Fully Advised, Designing the Future: In-depth advice: you support and develop a challenging portfolio of wealthy private customers and entrepreneurs in the long term, partnership and responsibility. Interconnection with the company's customer business: You accompany our company customers and owners at the important interface between company and private assets in close co-respect with the company's customer advisors. Tailored solutions: You develop individual concepts in the fields of asset optimization, strategic investment, precautionary and financing, as well as in complex issues of generation and succession planning. Network & Market Editing: You build your network and existing customer relationships sustainably, gain new mandates for our private banking and represent our bank in the region. Perspective leadership: You actively shape the strategic expansion of the area and prepare to assume leadership responsibility for the team in a timely manner.

With this you will keep us: Qualification: A well-founded banking training, ideally complemented by a relevant study, a further training to the bank business operator (m/w/d) or a corresponding qualification in private banking (e.g. CFP). Experience: Multiannual, well-founded professional experience in advising wealthy private customers, in high-end investment business or in a comparable demanding consulting function. Interface competency: experience or strong interest in close cooperation with the corporate customer business as well as a good understanding of the needs of medium-sized entrepreneurs. Expertise: In-depth knowledge in the securities and investment business, in preventive counselling and a solid basic knowledge in the field of asset succession and structuring. Personality: A safe, binding and closeable appearance. You work structured, appreciate the cooperative thoughts and bring the maturity to take responsibility for colleagues.

We offer you this – your perspective: A clear, planable development path with the aim of taking over the leadership of the Private Banking area. Design space: The opportunity to introduce your own ideas, to shape processes and to shape the area in a sustainable manner. Security & Values: An indefinite working relationship with a strong and crisis-proof cooperative bank with short decisions. Attractive package: One of the responsibilities adequate remuneration, flexible working hours as well as comprehensive social benefits and targeted promotion of your training.

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