0Private Client Advisor | Modern & High-Quality Advice (m/f/d)
HAPEKO Deutschland GmbH | Germany | 78xxx, 88xxx, 87xxx Allgäu, Bodensee, Oberschwaben | Permanent position | Full time | Published since: 27.05.2026 on stepstone.de

Private Client Advisor | Modern & High-Quality Advice (m/f/d)

Branch: Insurance and financial ser... Branch: Insurance and financial services


On behalf of our client, HAPEKO, the personnel consultancy for specialists and executives, is looking for a private customer advisor m/w/d in permanent position.

Our client is one of the established cooperative financial institutions in an economically strong region of southern Germany. With a balance sheet total in the billions, several hundred employees and a broad business area, the Bank connects modern structures with regional proximity and personal customer advice. Particular emphasis should be given to: flexible applications within the business area professional consulting structures attractive development opportunities within a larger regional bank and a compensation package clearly above many classic regional bank structures. Your chance to take responsibility Do you want to serve private customers not only in classic store business, but to accompany customer relationships in the long term and holistic? This position then offers you the opportunity to introduce your consulting skills in a modern and professional banking environment. Experienced private customer advisors, individual customer advisors as well as ambitious bank profiles with development potential that have the pleasure of high-quality customer advice and personal care.

Apply now – introduce your consulting skills Are you active in the private customer business, individual customer business, asset consulting or in the up-to-date customer advice and want to develop professionally and personally? Then this position gives you the opportunity to introduce your experience in a professional and regionally rooted banking environment. Also ambitious candidates with a development perspective are explicitly welcome.

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Your tasks • Your profile • What we offer

On behalf of our client, HAPEKO, the personnel consultancy for specialists and executives, is looking for a private customer advisor m/w/d in permanent position.

Our client is one of the established cooperative financial institutions in an economically strong region of southern Germany. With a balance sheet total in the billions, several hundred employees and a broad business area, the Bank connects modern structures with regional proximity and personal customer advice. Particular emphasis should be given to: flexible applications within the business area professional consulting structures attractive development opportunities within a larger regional bank and a compensation package clearly above many classic regional bank structures. Your chance to take responsibility Do you want to serve private customers not only in classic store business, but to accompany customer relationships in the long term and holistic? This position then offers you the opportunity to introduce your consulting skills in a modern and professional banking environment. Experienced private customer advisors, individual customer advisors as well as ambitious bank profiles with development potential that have the pleasure of high-quality customer advice and personal care.

Apply now – introduce your consulting skills Are you active in the private customer business, individual customer business, asset consulting or in the up-to-date customer advice and want to develop professionally and personally? Then this position gives you the opportunity to introduce your experience in a professional and regionally rooted banking environment. Also ambitious candidates with a development perspective are explicitly welcome.

Full support and advice of demanding private customers Building and further development of long-term customer relationships Analysis of individual financing, precautionary and investment concepts Demand-oriented advice in all relevant financial topics Active participation and further development of customer relationships

Banking or comparable commercial qualification Experience in private, individual or consulting business Joy of personal and long-term customer support Communication strength and safe occurrence Own-sponsored and structured operation

Attractive remuneration with development perspective comprehensive benefits such as insurance in case of illness and bAV Professional and modern consulting structures Development possibilities within a larger regional bank Valuable working environment with short decision paths Individual training and development opportunities Long-term perspective in economically strong region

As an award-winning staff consultancy, HAPEKO is the first address for professionals and managers in Germany and Austria. We create links between qualified candidates and exciting companies. With more than 20 locations, we will accompany you on your way to the next career step. .

Location

ava HAPEKO Deutschland GmbH
Allgäu, Bodensee, Oberschwaben
Germany

The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

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