Recruiting for a Private Client Consultant (male, female, diversity) at our Private Client Centre in Lahr
A savings bank in Lahr is offering a new job opportunity for a Private Customer Advisor (m/f/d). This role involves providing personalized banking and financial services to private clients, with a focus on account management, investment advice, and loan services tailored to individual financial needs.
Job Description
As a Private Customer Advisor, you will be responsible for assisting new and existing private customers with setting up and managing accounts, offering tailored advice on investments, loans, mortgages, and other banking products. You will also help clients with financial planning aspects such as retirement funds, wills, investments, tax obligations, and estate management. Ensuring compliance with banking policies and regulations is essential, as is maintaining strong client relationships and delivering exceptional customer service with a focus on privacy and discretion.
Typical Benefits
The benefits package for this role typically includes competitive salary and performance bonuses, health insurance, retirement plans, professional development and training opportunities, and potential for growth within the bank’s private banking or wealth management divisions. Additional benefits may include a free checking account, product discounts, and employee offers from strong partners.
Qualifications
Ideal candidates for this role usually hold a high school diploma, but a bachelor's degree in finance, economics, or a related field is often preferred. Prior experience in banking, customer service, or financial advising is valuable, as is strong knowledge of banking products, financial services, and regulatory compliance. Excellent interpersonal, communication, and sales skills are essential, along with the ability to handle sensitive financial information with discretion.
Job Details
The job is permanent and forward-looking, with a salary that includes a fixed component based on TVöD and variable remuneration. Contributions to Hansefit and JobRad are provided, and the job offers active support for work-life balance, including mobile working. The job listing includes 11 more job opportunities, and the area director for Market South is Klaus Bühler, who can be contacted at 0781 200-3100.
Additional Benefits
In addition to the standard benefits, the bank offers flexible working time arrangements, contributions to childcare costs, and pension provision and capital-forming benefits. The savings bank has a balance sheet total of 5.1 billion euros, and the company imprint and website are available for viewing.
If you possess a certain "something" in customer contact and have a passion for your tasks, this could be the ideal role for you. To apply or learn more about the position, please contact HR Specialist Elena Maier at 0781 200-1244.
As a Private Customer Advisor, you will provide personalized banking and financial services, including account management, investment advice, and loan services, while maintaining strong client relationships and delivering exceptional customer service, all with a focus on privacy and discretion. With a bachelor's degree in finance, economics, or a related field, prior experience in banking or financial advising, and excellent interpersonal and communication skills, this role offers career growth and competitive benefits such as performance bonuses, health insurance, retirement plans, and flexible working arrangements. Interested candidates should contact HR Specialist Elena Maier at 0781 200-1244 for more information or to apply. In addition to standard benefits, this savings bank offers additional advantages, such as contributions to childcare costs, pension provision, and capital-forming benefits, making it an attractive choice for those looking to build a career in finance.
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