FA
Senior Private Banking Berater (m/w/d)
Contract type
Ongoing
Work mode
Hybrid · Munich, Germany
Experience
Senior · Not stated
Level inferred from job title
Job description
Senior Private Banking advisor responsible for comprehensively advising wealthy private clients and actively acquiring new clients for a private bank in Munich.
At a glance
- Employment
- Full-time · Employee (employment agreement)
- Work mode
- Hybrid · Munich, Germany
- Languages
- German – fluent
What you'll do
- Provide expert, comprehensive advice and support to wealthy private clients on all financial matters
- Actively shape holistic advisory solutions aimed at building long-term client relationships that generate sustainable returns and growth
- Represent the bank publicly, e.g. planning or attending client events, and build and maintain networks in the market
- Actively acquire potential clients
- Independently provide administrative support to the team
- Receive and record securities transactions and other client orders in the bank's systems
- Carry out administrative tasks related to wealth management
What we're looking for
- Completed training as a bank clerk, a degree, or comparable qualification in the financial services industry
- Many years of experience in high-end investment advice and in serving wealthy private clients, ideally with an existing network
- Very good knowledge of the financial markets and a strong interest in their development
- Confident manner and enjoyment of client contact
- Strong acquisition and communication skills, high client and team orientation
- Flexibility in time and convincing ability to execute, even in demanding situations
- Proficient with MS Office applications
Nice to have
- Ideally knowledge of Atruvia systems (agree21BAP, BankingWorkspace)
Your team
Private Banking
Private Banking teams serving wealthy private clients
Benefits
Numerous benefits such as JobRad, a subsidy for the Deutschlandticket, and participation in the Corporate Benefit program
- A small team and flat hierarchies of a mid-sized private bank
- A work environment where team spirit and collegiality are highly valued
- An attractive location very well connected to public transport
- Flexible working hours through mobile working
- Permanent employment with company pension scheme
- Customary bank compensation structure
- Personal and professional development opportunities
- Access to the digital platform voiio for work-life balance
Apply
About Fürst Fugger Privatbank Aktiengesellschaft
Combining stability with modernity
A private bank focused on wealth investment and individual financial solutions, and one of the leading providers of a quality liability umbrella for independent investment advisors.
Mission
Focus on wealth investment and individual financial solutions for demanding private clients
Key facts
- Augsburg, Germany
- One of the leading providers of a quality liability umbrella for independent investment advisors
What they value
- Team spirit and collegiality are highly valued