Senior Private Banking Berater/-in (m/f/d)

The position is occupied as part of a predictive follow-up, so that you can take responsibility early on and work into an established customer environment. You take responsibility for the expansion and expansion of their own customer portfolio in private banking and advise wealthy private customers, foundations, non-profit organisations as well as institutional investors in a holistic, demand-oriented and sustainable manner. In line with our values, the focus of your activity is on the development of individual investment strategies and tailor-made solutions based on a value-oriented investment philosophy. You can identify customer potentials, deepen the satisfaction of your customers and ensure long-term commitment through personal commitment and excellent consulting quality. You actively acquire new target customers and maintain your portfolio comprehensively in the securities and investment business, including bank-owned products and funds. At the same time, you represent the bank to the outside, maintain a resilient network to multipliers and act as a central contact person with strong regional reference. In an agile team structure, you bring creative ideas for customer acquisition and development and help develop sales processes. At any time, you ensure a high level of consulting quality and ensure compliance with all relevant legal, regulatory and internal requirements.

You have a completed bank training with a corresponding training or an economic study or a comparable qualification. In addition, you will bring experience in the (higher) investment consulting as well as in the care of (powerful) private and/or institutional customers and can ideally rely on an increased network. Its profound expertise includes all relevant forms of investment, including their tax aspects, complemented by a strong bank knowledge in asset management. You convince with excellent skills in the acquisition of new customers, through fair and partnership advice and excellent communication skills. A high degree of responsibility, self-initiative, team capacity, personal commitment and professional appearance completes your profile. Ideally, you also have knowledge in the Atruvia core banking system.

Design space and self-responsibility: Take responsibility, redesign banking and work in an innovative environment that promotes your ideas and enables you to have a self-sufficiency. Attractive remuneration and benefits: Enjoy a performance-oriented salary and benefit from a company pension, exclusive employee rebates and other attractive benefits. Work-life balance and flexibility: Enjoy 30 days of vacation, dynamic working hours and the ability to work on the mobile – for a healthy reconciliation of leisure and work. Individual training: Use diverse possibilities for personal and professional development. Personal environment: She expects a house with around 210 employees in which you are more than one number. From day one, you are welcome, needed and welcome. We live a culture in which cooperation counts – here you know the person behind the name on the screen. .