Job Details
Location: Munich, Bavaria, Germany
Salary: Not specified
Company: ApnaWorker
On behalf of our partner company in Munich, we are seeking you at the earliest possible date as 'Customer Advisor Private Banking (m/f/d)'. Tasks: As a Customer Advisor Private Banking (m/f/d), you support senior advisors in the holistic care and advisory of demanding private clients and institutional investors. You maintain existing client relationships in the high net worth segment and actively contribute to building long-term partnerships. You assist in acquiring new clients, accompany sales activities, and support the strategic expansion of the assigned client base. You conduct goal- and closing-oriented advisory interviews, identify client needs, and develop tailored investment strategies considering risk profiles and regulatory requirements. You also take on tasks in various projects within the Private Banking area and contribute ideas for process optimization and client retention. Qualifications: You have initial professional experience in the banking environment, ideally in Private Banking, Wealth Management, or Asset Advisory. You have a confident command of MS Office, especially Word, Excel, and PowerPoint. You are characterized by high service orientation, strong communication skills, and a confident demeanor in client contact. Excellent German skills distinguish you. Benefits: Long-term job opportunity - the company seeks long-term support in an indefinite permanent position. Work-life balance - look forward to flexible working hours with partial home office possibility. Central location - the company is located in the heart of Munich. Appreciative work culture - the department places great value on positive interaction. You can expect a Du-culture and palpable trust from managers. Modern environment - you can expect a modern working environment with the latest equipment. Further development - the company offers numerous training and development opportunities. If you find the job profile interesting, then we look forward to your application. Send us your documents. For questions, Simon Schneider is available at 089 287 111.