Private Banking Consultant (m / f / d)

Sperton Global AS; Regensburg; Hybrid; EUR 60.000 - 80.000; Vollzeit

Zusammenfassung

A major cooperative bank in Regensburg seeks a Private Banking Consultant to provide tailored financial advice, build client relationships, and manage a diverse range of client needs. The role requires a completed banking education and a minimum of 2 years in private banking, plus fluent German. The bank offers a flexible hybrid work model, competitive compensation, and a culture that prioritizes professional growth.

Leistungen

Professional development

Flexible hybrid work model

30+2 vacation days

Retirement plans

Health and wellness initiatives

Qualifikationen

• At least 2 years of experience in private banking or a related field.
• Fluent German language skills (C2) are a must.

Aufgaben

• Providing in-depth and proactive financial advice to private customers.
• Building and managing your personal client base.

Kenntnisse

Securities trading

Customer service

Communication skills

Reliability and precision

Ausbildung

Completed banking education

Jobbeschreibung

Why This Role?

Are you a passionate and reliable financial professional with a talent for building lasting client relationships? Do you want to join one of Bavaria's largest cooperative banks where your expertise is valued and your growth is a priority?

Our client is seeking a Private Banking Consultant to join their dedicated team in Regensburg. With a focus on serving clients connected to church institutions, they combine a strong, community-oriented approach with the stability and innovation of a major financial institution.

Key Responsibilities:

• Providing in-depth and proactive financial advice to private customers.
• Building and managing your personal client base, ensuring a high level of satisfaction.
• Handling a wide range of client needs, from complex securities trading to routine support.
• Working closely with affluent clients to understand their financial objectives and develop tailored strategies.

What we are looking for?

We value both your professional background and your personal qualities.

Required Qualifications:

• A completed banking education.
• At least 2 years of experience in private banking or a related field.
• Proven experience in securities trading.
• A passion for delivering exceptional customer service.
• Fluent German language skills (C2).

Desirable Skills:

• Experience within the cooperative banking sector is a plus.

Personal Traits:

• You are highly reliable and precise in your work.
• You have strong communication skills and a customer-centric mindset.

Why join us?

• We're more than just a bank; we're a team committed to mutual success. We offer a supportive, dynamic environment and a benefits package designed to invest in you.
  • Professional Development: Benefit from comprehensive onboarding and a culture that prioritizes your professional growth.
• Work-Life Balance: We offer a flexible hybrid work model, allowing up to two days of remote work per week after your probation period.
• Competitive Compensation:
  • Salary: Competitive salary depending on your experience.
  • Bonuses: You'll receive a 13th salary and a variable performance bonus.
  • Vacation: Enjoy 30+2 vacation days and a 39-hour work week, with the option to reduce to 32 hours if needed.
  • Benefits: Our extensive perks include retirement plans, health and wellness initiatives, and lifestyle incentives.

Hiring Process:

Our process is designed to be straightforward and respectful of your time.

1. Initial Interview
2. Potential second interview at our Regensburg branch
3. Decision & offer

Application Process:

I look forward to receiving your application! Once submitted, we will review it and consider your fit against other candidates in the process. We strive to ensure an efficient process, though there may occasionally be delays.

About Sperton:

Sperton Germany is part of Sperton Global, a recruitment and consulting company with an international reach. We are committed to helping our clients achieve success in their hiring processes, finding the right people for the right positions.