Berater (m/w/d) Private Banking
2 days ago
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OnsiteFull-timeEntry
Summary
LIGA Bank eG is seeking a Berater (m/w/d) Private Banking to join their team in Regensburg, Germany. The role involves comprehensive asset management for high-net-worth private clients.
About the Role
As a Berater (m/w/d) Private Banking, you will be responsible for the holistic asset management of assigned high-net-worth private clients. Your daily tasks will include analyzing clients' financial situations, identifying financing needs, and developing individual solutions. You will also recognize client needs and involve specialists from various departments for complex financial strategies, while expanding the existing client portfolio and acquiring new clients in the high-net-worth segment.
About You
Required:
- Completed training as a bank clerk (m/w/d), ideally with further training as a bank specialist (m/w/d), bank business economist (m/w/d), or a degree in business administration.
- Practical experience in managing high-net-worth private clients.
- Active client engagement, recognizing sales opportunities, and successfully closing consultations.
Preferred:
- Engaged use of expertise in securities business and knowledge of processes in the passive and active areas of a bank.
- Enthusiasm for digital solutions and building trusting client relationships.
- Careful, proactive working style and confident demeanor.
Benefits
- Tariff-based 13th salary plus an additional 14th salary.
- 30 days of vacation per year plus 3 bank holidays.
- Flexible working hours with a flexitime model.
- Possibility of partial mobile work after training.
- Subsidy for the Germany ticket and additional benefits like lease-a-bike and life working time account.
- €40 asset-building benefits.
- 100% employer-financed company pension scheme and supplementary health insurance.
- Work in an established, high-performing cooperative bank with 12 locations in Germany.
LIGA Bank eG
LIGA Bank eG is a banking company based out of 3 Dr.-Theobald-Schrems-Straße, R, BY, Germany.
Lake County, IN