Hiring.Camp

Senior Private Banking & Insurance Advisor

Garciacoat

·

Oct 10, 2025

Location
Österreich
Workplace
Onsite
Department
Berufserfahren
Seniority
Senior
Source
JOIN

Description

## Aufgaben

  • Individuelle Betreuung vermögender Privat- und Firmenkunden in allen Fragen rund um Vermögensverwaltung, Vorsorge- und Versicherungslösungen
  • Entwicklung maßgeschneiderter Strategien zur Absicherung und zum langfristigen Vermögensaufbau
  • Aufbau und Pflege langfristiger Kundenbeziehungen mit höchstem Anspruch an Diskretion und Servicequalität
  • Enge Zusammenarbeit mit internen Fachabteilungen sowie externen Partnern im internationalen Netzwerk
  • Proaktive Marktbeobachtung und Umsetzung innovativer Lösungen im Private Banking- und Versicherungsumfeld

## Qualifikation

  • Abgeschlossenes Studium im Bereich Wirtschaft, Finanzwesen oder Recht
  • Mehrjährige Erfahrung im gehobenen Private Banking oder in der Versicherungsberatung
  • Tiefgehendes Verständnis für Finanz- und Versicherungsprodukte im Premiumsegment
  • Exzellente Kommunikations- und Beratungskompetenz auf Deutsch und Englisch (weitere Sprachen von Vorteil)
  • Ausgeprägte Kundenorientierung, Seriosität und hohe Eigeninitiative

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