0Private Client Advisors (m/f/d)
Michael Page | Germany | Deutschland gesamt Frankfurt | Permanent position | Full time / Home office | Published since: 07.08.2026 on stepstone.de

Private Client Advisors (m/f/d)

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


The customer is a large-scale bank with individual financing, investment and precautionary requirements, which requires a holistic, need-oriented and trusted advice in the banking sector. .

Your tasks • Your profile • What we offer

“Whoever knows his goal finds a way” (Laotse) So baptize now to achieve your goal! Description Complete and demand-oriented consultation of private customers in all financial matters. Building, maintenance and long-term development of a customer portfolio. Advice on accounts, payment transactions, savings and investment products as well as precautionary and financing solutions. Recognize customer needs and develop individual financial concepts. Active acquisition of new customers and expansion of existing customer relationships. Conducting consultations in compliance with regulatory and legal requirements. Cooperation with specialists in the fields of asset management, construction financing and corporate customers.

Successfully completed banking training or studies with a focus on finance, banking or business. Multiannual experience in private customer consulting, ideally in a large bank. Excellent customer and service orientation as well as high sales affinity. Knowledge in the securities, investment and financing business. Communication strength, safe occurrence and negotiation skills. Individually responsible, structured and solution-oriented mode of operation. Good knowledge of regulatory requirements in banking. Safe handling of digital consulting and banking applications.

A responsible position in a prestigious Grand Bank at the Financial Centre Frankfurt. Attractive remuneration with performance-oriented compensation components. Extensive training and development opportunities. Modern working environment with digital consulting solutions. Flexible working time models and possibilities for mobile work. Occupational pensions and other attractive social benefits. Collaborative working environment with diverse career prospects. .

Location

ava Michael Page
Frankfurt
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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