Description
We are seeking a Private Banking Advisor to join our team in Mannheim. You will be part of a modern and digital banking environment, providing personalised advice to private customers.
Your tasks will include:
- Advising a portfolio of clients with a focus on digital and omnichannel private customer business
- Taking responsibility for demand-driven advice and sales of complex investment products through digital media
- Identifying client needs using standardised investment and advisory processes
- Actively contributing to the team, promoting advisory performance, and sharing expertise
- Supporting leadership in onboarding new employees and providing training and development for colleagues
Requirements:
- Banking-related education or comparable qualification
- Several years of experience in sales and advisory services, with a focus on securities and investments
- In-depth knowledge of various risk classes in securities and investment business
- Strong communication and teamwork skills, with a customer-oriented approach
We offer:
- Flexible working hours and a secure employment contract
- A wide range of benefits, including support for mental health, physical well-being, and financial security
- Opportunities for professional development and growth
The position is available in full-time and part-time.
If you have any questions about the recruitment process, please contact Andrea Lehmann: +49 (0) 69 910-47703.