# Private Banking Advisor

**Company**: Deutsche Bank
**Location**: Friedrichshafen
**Category**: Finance
**Industry**: Finance

**Apply**: https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Friedrichshafen-Karlstrae-13/Berater--d-m-w--Daily-Banking_R0446811?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_917af21a-a85

## Description

We are seeking a Private Banking Advisor to join our team in Friedrichshafen, Karlstraße 13.

As a Private Banking Advisor, you will be responsible for providing comprehensive financial services to private clients, including investment, credit, and insurance products.

Your tasks:

- Provide advisory services to clients, focusing on their individual needs and goals

- Develop and maintain relationships with clients, identifying opportunities to cross-sell and upsell products

- Conduct financial analyses and provide recommendations for investment, credit, and insurance products

- Collaborate with colleagues to ensure seamless service delivery

- Stay up-to-date on market trends and regulatory changes

Requirements:

- Completed training as a bank clerk or a comparable qualification

- Sales-oriented mindset with good knowledge of private banking products

- Strong communication and interpersonal skills

- Ability to work independently and as part of a team

What we offer:

- Competitive salary and benefits package

- Opportunities for professional growth and development

- Collaborative and dynamic work environment

- Comprehensive training and support

Benefits:

- Emotional well-being: counselling services, mental health support, and employee assistance programs

- Physical health: gym facilities, health check-ups, and healthy living initiatives

- Social connections: flexible working arrangements, employee networks, and social events

- Financial security: retirement plans, employee discounts, and mobility support

The position is available in full-time and part-time.

## Skills

### Required
- Banking products
- Financial analysis
- Communication skills
- Sales skills

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Source: [Apply at db.wd3.myworkdayjobs.com](https://db.wd3.myworkdayjobs.com/en-US/DBWebsite/job/Friedrichshafen-Karlstrae-13/Berater--d-m-w--Daily-Banking_R0446811?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)