Private Banking Berater (m/w/d)

Responsibilities

We are representing a confidential financial services organization in Ulm seeking a Private Banking Advisor. In this role, you will take ownership of an existing client portfolio while strategically expanding your own book of business within the private banking segment.

Your core responsibilities include:

• Providing comprehensive advisory services to high-net-worth private clients and institutional customers on individualized investment and wealth management solutions
• Acquiring new clients, identifying business opportunities, and cultivating long-term client relationships
• Managing your portfolio across securities and investment products while developing tailored investment strategies
• Building and maintaining a regional network while ensuring high-quality, regulatory-compliant advisory services

What We're Looking For

The ideal candidate will possess:

• Completed 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 foundational knowledge in securities and investment business, with proven experience advising affluent clients
• An existing network or demonstrated ability in new client acquisition, with genuine enthusiasm for building lasting client relationships
• Advisory competence, entrepreneurial thinking, and a professional, reliable demeanor

How We Work with You

Candidates apply directly through Get A Job.ai. Our talent team will conduct an initial screening to understand your background and career goals. Once qualified, we submit your profile to our client for consideration. Please do not contact the client directly—all communication flows through our recruiting team to protect your candidacy.

This is a permanent, full-time position in Ulm with flexible working hours and partial remote work options. The role offers a modern office location in central Ulm, a comprehensive compensation package with attractive benefits, and extensive professional development opportunities.

Pay

Compensation details will be discussed during the screening process based on your experience and qualifications.

Get A Job.ai is committed to equal employment opportunity and encourages applications from all qualified candidates regardless of background.