Privatkundenberater / Kundenberater Bank (m/w/d)
The Story Behind the Role
How will you drive client satisfaction and business growth by delivering holistic financial advice in a modern, digital landscape?
You will be instrumental in building and expanding a dedicated client portfolio, leveraging both personal and digital channels to create tailored financial strategies and ensure lasting client success.
How will your insights contribute to the evolution of digital advisory processes and client engagement?
You'll actively participate in optimizing client experiences through modern tools and digital channels, directly shaping the future of financial consultation and process improvement.
Description
On behalf of our partner company in Frankfurt am Main, we are looking for a \"Private Client Advisor / Bank Client Advisor (m/w/d)\" to join them as soon as possible. In this role, you will be responsible for the holistic support of a fixed client base, active new client acquisition, and the development of personalized financial plans within a modern, digital environment.
What You'll Do
- Holistically manage a fixed client portfolio – in-person, by phone, and digitally.
- Advise clients on current accounts, loans, investments, securities, and pension products, developing individual financial plans.
- Take responsibility for active new client acquisition and the expansion of existing client relationships, aligned with their financial goals.
- Contribute to target-group-oriented marketing campaigns and leverage modern advisory tools and digital channels to optimize the advisory experience.
- Meticulously document consultations and results, collaborate closely with internal teams, and contribute to the further development of advisory processes.
What You'll Need
- Completed apprenticeship as a bank clerk (m/w/d) or a comparable qualification, e.g., financial advisor (m/w/d), bank client advisor (m/w/d), insurance and finance clerk (m/w/d).
- Initial professional experience in private client advisory or bank sales – ideally also with securities and credit products.
- Good knowledge of account management, digital advisory formats, and ideally experience with financial & advisory tools.
- Demonstrated sales talent, strong communication skills, customer orientation, and a solution-oriented, structured way of working.
- Excellent German language skills.
Our Culture
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