Privatkundenberater (m/w/d) – Entwicklung Private Banking

Responsibilities

We are representing a confidential banking institution in Munich seeking a Private Client Advisor to provide comprehensive service to affluent private clients while developing expertise toward Private Banking.

In this role, you will:

• Provide holistic, needs-based advisory services to private clients
• Manage and expand an existing client portfolio
• Advise on investment strategies, wealth building, retirement planning, and protection products within your scope of competence
• Identify advanced advisory needs and collaborate with internal specialists
• Prepare for the transition to serving high-net-worth clients in Private Banking
• Maintain client and advisory documentation while ensuring regulatory compliance

What We're Looking For

• Completed banking apprenticeship (Bankkaufmann/Bankkauffrau) or comparable qualification
• Proven experience advising private or individual clients
• Strong interest in capital markets and wealth advisory
• Professional presence and genuine enthusiasm for building long-term client relationships
• Fluency in German required for client-facing responsibilities

How We Work With You

Our talent team at Get A Job.ai will guide you personally and confidentially through the entire process. To begin, simply submit your CV through our platform at getajob.ai. A recruiter will conduct an initial screening and provide you with a clear assessment of the position. If there's a mutual fit, we will submit your profile to our client. Please do not contact the employer directly—all communication flows through Get A Job.ai to protect your interests and ensure a professional process.

Pay

Our client offers an attractive base salary plus performance-based bonus. Specific compensation details will be discussed during the screening process based on your experience and qualifications.

Additional benefits include targeted development toward Private Banking, individual professional training and certification support, flexible working hours with up to 2 days remote work weekly after onboarding, 30 vacation days plus additional time off, occupational pension scheme, employee benefits, public transport subsidy, health programs, and team events.

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