Private Banking Berater (m/w/d)

About This Opportunity

We are representing a confidential financial services organization in Ulm seeking a Private Banking Advisor to join their wealth management team. This is a permanent, full-time position with flexibility for remote work.

Our client serves high-net-worth individuals and institutional clients, offering comprehensive wealth and investment solutions. You will manage an existing client portfolio while actively developing new business relationships in the region.

Responsibilities

• Assume responsibility for an existing client portfolio and strategically expand your own Private Banking book of business
• Provide holistic advisory services to high-net-worth private clients and institutional customers on individual investment and wealth solutions
• Acquire new clients, identify business opportunities, and cultivate long-term client relationships
• Comprehensively manage your portfolio in securities and investment business, developing tailored investment strategies
• Expand your regional network and ensure high-quality, regulatory-compliant advisory services

What We're Looking For

• Completed banking apprenticeship (Bankkaufmann), investment fund specialist (Investmentfondskaufmann), insurance and finance specialist (Kaufmann für Versicherungen und Finanzanlagen), or degree in business/economics
• 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 affluent clients
• Existing network and/or strong skills in new client acquisition with enthusiasm for building long-term relationships
• Advisory competence, entrepreneurial thinking, and a professional, credible presence

Location and Work Arrangement

This role is based in Ulm with flexible working hours and partial remote work options. The office is centrally located in modern facilities.

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. Qualified candidates will then be submitted to our client for consideration. Please do not contact the employer directly—all communication flows through our recruiting team to ensure a smooth, professional process.

Pay

Our client offers a comprehensive compensation package including base salary and attractive bonus components. Specific figures will be discussed during the screening process based on your experience level.

Get A Job.ai is an equal opportunity recruiter. We welcome applications from all qualified candidates regardless of background.