Job Title
Privatkundenberater Individual (M/W/D) at Michael Page
Job Overview
Join us to build and manage your own client portfolio, providing personalized financial advice and services. This role offers opportunities for personal and professional growth within a supportive team environment.
About Our Client
The bank is an established regional financial service provider known for its customer-centric approach. It emphasizes sustainable relationships and offers tailored solutions in financing, investment, and retirement planning. Focused on the local community, the bank values personal trust and individualized consulting to meet clients' specific needs.
Responsibilities
1. Build and maintain your own client portfolio.
2. Actively acquire new clients and expand existing relationships.
3. Provide comprehensive advice on financing, investments, and retirement planning.
4. Identify and maximize client potential.
5. Participate in market activities and represent the bank in various functions.
Candidate Profile
* Completed banking education or further training in banking or finance.
* Several years of experience in private client advisory.
* Solid knowledge in financing, investing, and retirement planning.
* Dynamic, client- and sales-oriented personality.
* Ideally rooted in the local market.
* Friendly demeanor with strong communication skills.
What We Offer
* The opportunity to develop and manage your own client portfolio for long-term relationships.
* A dynamic and supportive team environment.
* Various development and training opportunities.
* A responsible role with scope for creativity and influence.
* An attractive working environment at a locally focused bank.
Contact
Tim Wenzin
Reference: JN-042025-6719669
Additional Information
* Seniority Level: Entry level
* Employment Type: Full-time
* Job Function: Finance and Sales
* Industry: Staffing and Recruiting
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