Description
We are seeking a Private Banking Advisor to join our team in Munich. As a Private Banking Advisor, you will be responsible for advising and supporting clients with a focus on digital channels and personal advice.
Your Tasks
- You will advise and support clients within the team, focusing on the digital, omnichannel private customer segment and expanding the securities business.
- You will be responsible for advising and selling complex securities products through digital media, using telephone, video consultation, screen sharing, and all possibilities of the omnichannel-enabled workspace professionally and consistently.
- You will identify client needs using standardized investment and advisory processes and forward needs outside your own competence qualified.
- You will actively contribute to the team, promote the advisory performance of your colleagues, and share your expertise motivating others.
- You will support RBC executives in the induction of new employees and take on training and further education of colleagues in the securities area if required.
Your Skills and Experience
- You have completed a commercial banking apprenticeship or comparable qualification.
- You bring several years of consulting experience in sales, have independent competence in securities business, are authorised according to AnsFuG, and ensure compliance with all regulatory and qualitative requirements.
- You have in-depth knowledge of various risk classes in securities and investment business.
- You have profound competences in the area of personal loans, are IDD-certified, and reliably ensure compliance with all regulatory requirements and quality standards in credit and precaution business.
- You have particular expertise in digital consulting and in the distribution of securities and investment products, supplemented by knowledge of the entire private customer product range.
- You convince through a sovereign, friendly demeanour in consulting – even in complex situations, as well as through pronounced sales strength, high customer orientation, and very good team and communication skills.
What We Offer
- We offer you a wide range of benefits that cover all your professional and personal needs.
- Emotional balance: Offers such as counselling in difficult life situations and offers to promote your mental health.
- Physical fitness: With our offers to maintain your personal health and a conducive professional environment, the bank helps you stay physically fit.
- Socially networked: The exchange with others opens up new perspectives, brings you forward professionally and personally, and strengthens your self-confidence and well-being.
- Financial security: The bank secures you financially not only during your active career but also for the future and supports your flexibility and mobility.
The position is offered in full-time and part-time.