Your Tasks:

• You provide holistic, personal, and high-quality advisory services to affluent private clients, entrepreneurs, companies, and foundations.
• You develop tailored wealth strategies that align with your clients' goals, life situations, and long-term plans.
• You actively acquire new clients, sustainably expand existing relationships, and build trust through competence, reliability, and discretion.
• You communicate confidently on equal footing with owners, supervisory board members, foundation executives, and other decision-makers.
• You maintain and expand your network.
• You represent the firm at various events and actively contribute to joint market success.

Your Background:

• You hold a completed degree in business or economics and bring several years of in-depth experience in Private Banking.
• You demonstrate comprehensive expertise in wealth advisory and know how to professionally establish and maintain high-value client relationships in the long term.
• You are passionate about financial markets and understand the individual needs of affluent private individuals, entrepreneurs, and foundations.
• You stand out through your initiative, strong communication skills, reliability, and a confident, personable demeanor.
• You are digitally savvy, open to modern technologies, and eager to use new tools to enhance advisory services and the client experience.
• You enjoy working in a performance-oriented, collaborative environment and contribute with commitment, team spirit, and a focus on quality.

Our Client’s Benefit Package:

• Flexible working models and an environment that encourages autonomy and creative freedom
• Home office, mobile work, learning & development opportunities, and attractive offerings to support a healthy work-life balance
• Employee share program as an additional way to participate in the company’s success
• Attractive employee conditions on financial services and insurance products
• Excellent public transport accessibility to the workplace
• Employee discounts at numerous partner companies

As a Private Banking & Wealth Management - Senior Advisor (m/f/d), your annual gross salary, based on profile fulfillment, is €85,000. With strong potential, significantly more.

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Has this vacancy sparked your interest?
Then make an impression with your application!

Click the "Apply" button, upload your application documents via the
ISG career portal, or send an email including the job reference number 111555 to our Managing Partner.
We guarantee the utmost discretion, take the time to personally review each application, and professionally guide you through the application process.

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