Private Banking Berater (m/w/d)

Responsibilities

We are representing a confidential financial services organization in Ulm seeking a Private Banking Advisor to join their team. In this role, you will:

• Take over an existing client portfolio and strategically expand your own Private Banking book of business
• Provide comprehensive advisory services to high-net-worth private clients and institutional customers on individual investment and wealth management solutions
• Acquire new clients, identify business opportunities, and develop long-term customer relationships
• Manage your portfolio across securities and investment business, developing suitable investment strategies
• Build your regional network and ensure high-quality, regulatory-compliant advisory services

What We're Looking For

• Completed professional training as a bank clerk, investment fund specialist, insurance and finance specialist, or a degree in economics or business administration
• Ideally, several years of experience as a Private Banking Advisor, Wealth Advisor, Investment Advisor, or Relationship Manager
• Strong knowledge of securities and investment business with proven experience advising high-net-worth clients
• An existing network or demonstrated ability to acquire new clients, with genuine enthusiasm for building long-term customer relationships
• Advisory competence, entrepreneurial thinking, and a professional, reliable demeanor
• German language proficiency required for client-facing responsibilities

How We Work with You

Our talent team at Get A Job.ai partners with leading employers across Germany to connect exceptional candidates with rewarding opportunities. When you apply through our platform, a dedicated recruiter will screen your profile and qualifications. If there's a strong match, we'll submit your candidacy to our client for consideration. Please do not contact the employer directly—all communication flows through Get A Job.ai to ensure a smooth, confidential process.

This is a permanent, full-time position in Ulm with flexible working hours and partial remote work options. You'll work from modern office space in the heart of Ulm and benefit from comprehensive professional development opportunities.

Pay

Compensation details will be discussed during the screening process and are competitive within the private banking sector.

Equal Opportunity: Get A Job.ai is committed to inclusive recruiting practices and welcomes applications from all qualified candidates regardless of background.