Your Tasks:

• Comprehensive advice and support for a demanding, affluent client segment (private individuals, companies and foundations)
• Development of tailored wealth strategies based on in-depth needs analysis
• Establishment, expansion and active maintenance of long-term, trust-based client relationships
• Proactive communication with clients on capital market developments and relevant investment topics
• Responsibility for acquisition, systematic new client strategies and sustainable growth
• Close collaboration and teamwork with colleagues in the branch and corporate client sectors as part of a dual advisory concept
• Use of modern digital tools to increase efficiency and enhance the client experience
• Assumption of clear responsibility for results and active contribution to the overall success of the division
• Representation of Private Banking & Wealth Management at exclusive client events

Your Background:

• Completed business education and many years of experience in the banking environment
• High competence in wealth advisory and building high-quality client relationships
• Strong enthusiasm for financial markets and a deep understanding of the needs of sophisticated clients
• High level of initiative, strong communication skills and a professional demeanor
• Digital affinity and openness to new technologies
• Enjoyment of working in a performance-oriented, collaborative environment

*Our client's benefit offering:

• Health Center, culinary offerings, "Success through Diversity",
• Flexible working hours, interest groups & events
• Home Office, Mobile Work, Learning & Development, Work-Life Balance
• Attractive employee conditions on financial services and insurance
• Excellent public accessibility of the workplace
• Employee discounts at partner companies (supermarkets, perfumeries, fashion industry, etc.)
• Employee share program

As a Wealth Management - Advisor (m/f/d), your annual gross salary is at least
€ 70,000. Significantly more with corresponding profile fulfillment and strong potential.

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Has this vacancy piqued your interest?
Then make yourself stand out with your application!

Click the "Apply" button, upload your application documents via the
ISG career portal or compose an email stating the job reference number 111370 to our Managing Partner.
We guarantee you the utmost discretion, take the time to personally analyze each application and professionally guide you through the application process.

Let's go!