Private Banking Berater (m/w/d)

Pmx

Nürnberg permanent

Posted: April 22, 2026

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Quick Summary

Private Banking Berater (m/w/d) at Nürnberg, Germany requires a strong finance background and excellent customer service skills.

Required Skills

Banking Customer Service Financial Services Market Knowledge Client Management Office Skills Microsoft Office Atruvia Systems

Job Description

Deine Aufgaben:
• Durchführung von Beratung und Betreuung vermögender Privatkunden
• Entwicklung ganzheitlicher Beratungslösungen zur Kundenbindung
• Repräsentation bei Veranstaltungen und Aufbau von Netzwerken
• Durchführung von Kundenakquisition
• Unterstützung bei administrativen Teamaufgaben
• Erfassung von Wertpapier-Transaktionen und Kundenaufträgen
• Durchführung administrativer Aufgaben in der Vermögensverwaltung

Dein Profil:
• Abgeschlossene Ausbildung im Bankwesen oder vergleichbare Qualifikation
• Erfahrung in Beratung und Vertrieb von Finanzdienstleistungen
• Kenntnisse der Finanzmärkte
• Erfahrung im Kundenkontakt und in der Kundenbetreuung
• Kenntnisse in MS Office und idealerweise Atruvia-Systemen

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