Role brief
Full-time | Permanent Position | Ulm On behalf of our partner company in Ulm, we are looking for you as a "Private Banking Advisor (m/f/d)" at the earliest possible date. Responsibilities You take over an existing customer base and systematically expand your own portfolio in private banking You provide comprehensive advice to affluent private clients as well as institutional clients on individual investment and wealth solutions Furthermore, you acquire new customers, identify business opportunities, and develop long-term customer relationships You manage your portfolio comprehensively in securities and investment business and develop suitable investment strategies Additionally, you expand your regional network and ensure high-quality and regulatory-compliant advice Qualifications You have training as a bank clerk (m/f/d), investment fund clerk (m/f/d), insurance and financial services clerk (m/f/d), or a degree in economics or business administration Ideally, you bring several years of experience as a private banking advisor (m/f/d), wealth advisor (m/f/d), investment advisor (m/f/d), or relationship manager (m/f/d) Solid knowledge of securities and investment business as well as experience in advising affluent clients are required Important are an existing network or pronounced skills in acquiring new customers and enthusiasm for building long-term customer relationships Additionally, you convince through advisory competence, entrepreneurial thinking, and professional, reliable conduct Benefits Work-Life Balance: Look forward to flexible working hours and partial home office options Security: Permanent employment contract as part of direct placement Central Location: Modern office facilities in the heart of Ulm Attractive Compensation: Comprehensive salary package with exciting additional benefits Development: Responsible job opportunity as well as numerous training and development opportunities Do you find this job profile interesting? Then we look forward to your application. For any questions, Simon Schneider is happy to help you at 089 954 287 111. [Auto-translated from German]