Description
We are seeking a Private Banking Advisor to join our team in Regensburg, Maximilianstraße 9. As a Private Banking Advisor, you will be responsible for managing a portfolio of clients with complex investment needs. Your primary goal will be to provide excellent customer service, develop and implement customized investment strategies, and identify new business opportunities.
Key Responsibilities:
- Manage a portfolio of clients with intensive investment advisory needs
- Develop and implement customized investment strategies based on the bank's investment process
- Identify cross-selling opportunities and refer them to the Relationship Manager
- Maintain and expand personal relationships with clients
- Ensure compliance with regulatory requirements and quality standards in the securities business
Requirements:
- Completed training as a bank clerk or a related field, further education or studies are desirable
- Several years of successful sales experience in the private banking sector
- Comprehensive knowledge of the advisory and product spectrum in the private banking sector
- Strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills
- Proficiency in German, English language skills are beneficial
What We Offer:
- A comprehensive range of benefits that cover all your professional and personal needs
- Opportunities for career development and growth
- A dynamic and supportive work environment
- Competitive compensation package
The position is offered in full-time and part-time.