Hiring for Diverse Consultancy Positions (Men, Women, and Diverse Genders)
A renowned financial services provider in Germany is strengthening its team with the addition of a new position: the Private Customer Advisor (m/f/d). With a balance sheet total of 4.9 billion euros and 600 employees spread across 42 locations between Blumberg and Furtwangen, the company is looking to expand its reach and support for private customers.
Key Responsibilities
The Private Customer Advisor will be responsible for managing and advising private clients on their financial and wealth management needs. This includes investments, banking products, and asset management. The role also involves leading new client acquisition and retention by building trust and long-term relationships.
In addition, the Private Customer Advisor will provide strategic advice tailored to individual client objectives and financial situations. They will coordinate with internal teams and external partners to deliver comprehensive customer solutions. Staying up to date with financial markets and relevant regulations is also a crucial part of the role.
Profile Requirements
The ideal candidate for the Private Customer Advisor position should be fluent in German (both spoken and written) and possess strong communication and interpersonal skills to engage and advise clients effectively. Previous experience in customer advisory, banking, or private wealth management is essential.
Candidates should also have financial knowledge, typically supported by relevant education or qualifications (e.g., finance, banking, or business degrees). The ability to work independently and in teams, with a flexible and service-oriented approach, is also required.
Offer Details
The remuneration for the Private Customer Advisor position follows the TVöD-S scale and offers attractive compensation. The company also provides opportunities for professional development within international financial institutions.
Employees receive 32 days of vacation, in addition to the 24th and 31st of December off. The company offers health benefits, including bicycle leasing for private use, Hansefit company health insurance, and extensive company health management offers, such as sports courses.
Job Openings
Six more job openings are available at the company for the Private Customer Advisor position. Interested candidates are encouraged to apply and can contact Melanie Rapp, the Head of Human Resources, at 07721/291 13000 or [email protected] for more information.
In the world of financial services, the role of a Private Customer Advisor is crucial. J.P. Morgan's role for a Client Advisor in Germany focuses on new client acquisition, personalized wealth management, and long-term partnership building, requiring strong client-facing skills and financial expertise[2]. Other customer support roles in banking emphasize fluency in German and strong communication to support clients effectively[5].
The combination of client advisory, financial knowledge, and language proficiency is consistent across positions in German financial service providers. The Private Customer Advisor role at this company promises a challenging and rewarding career for the right candidate.
- The Private Customer Advisor role at this German financial services provider offers a chance for a career in the field of finance, focusing on wealth management and relationships with private clients, requiring strong financial knowledge, German language skills, and excellent communication abilities.
- Those pursuing a career in the finance sector may find the Private Customer Advisor position at this company quite appealing, providing opportunities for professional development and international growth, along with an attractive compensation package and comprehensive health benefits.
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