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.