Phoenix Personal
Industry · Banking & Finance

Specialists for credit, treasury and compliance.

Specialists for credit, treasury and compliance.

Industry expertise

Expertise that makes a difference.

From credit analysis to wealth management: we connect banks, asset managers and insurers with the specialists who make a real difference — regulatorily sound, technically deep, culturally aligned.

Our consultants for Banking & Finance come from the industry itself — they know the requirements first-hand, understand the nuances of each role and recognise where good candidates fail before the first interview.

6 weeks
Avg. time-to-hire
1,800+
Active profiles
12
Sub-disciplines

Typical positions

  • Credit Analyst (corporate / retail)
  • Treasury Manager · FX / liquidity
  • Compliance Officer · AML · MaRisk
  • Wealth Management & Private Banking
  • Risk management (market, credit, operational)
  • Regulatory Reporting
  • Corporate Finance & M&A
  • Back Office & Securities Settlement

Banking · sample stories

How we connect people in Banking & Finance.

Sample stories that illustrate how matching in Banking really works.

Open positions

Current Banking & Finance positions.

Selected open positions from active search briefs.

3positions
Banking & Finance J-1024

Senior Credit Analyst (f/m/d) – Corporate Clients

München Permanent placement

Well-known private bank is hiring an experienced credit analyst for its DACH corporate banking team.

Large-bank environment up to €95k base hybrid
Confidential enquiry
Banking & Finance J-1031

Treasury Manager (f/m/d)

Frankfurt Permanent

Industrial group is expanding its treasury team. Focus on FX risk management and liquidity steering.

Near-DAX team of 8 international matrix
Confidential enquiry
Banking & Finance J-1037

Compliance Officer (f/m/d) – AML

Düsseldorf Permanent placement

International bank seeks an AML specialist with at least five years of experience in money-laundering prevention.

AML / KYC English required remote option
Confidential enquiry
Talent pool

Banking profiles from our pool.

Profiles ready to talk — anonymised, with detailed dossiers on request.

GDPR · anonymised
Anonymised candidate profile — symbolic image
Banking & Finance
BF-2041
From 1 July

Senior Credit Analyst (f/m/d)

München 9 yrs experience
Risk assessment Basel III SAP Banking English C1
  • Large-bank experience, DACH corporate clients
  • CFA Level II in preparation
  • team-lead ambition
Request profile
Anonymised candidate profile — symbolic image
Banking & Finance
BF-2078
3 months’ notice period

Treasury Manager (f/m/d)

Frankfurt 12 yrs experience
FX risk cash management Bloomberg liquidity steering
  • Ex-Landesbank, group treasury
  • available DACH-wide
  • fluent German & English
Request profile
How we work

Our process, tailored to Banking.

Transparent and predictable — from the first conversation to the signed contract.

01 Day 1

Briefing & role profile

A 60-minute conversation in person — afterwards we know your role, your team, your culture. That becomes the profile we search against.

02 Week 1–3

Candidate sourcing & screening

Active sourcing, matching from our pool and direct approach — we check both technical fit and culture before introducing anyone.

03 Week 3–6

Interviews & selection

We present 3–5 vetted profiles with our recommendation. You run the interviews — we moderate where it helps.

04 Week 6–8

Contract & onboarding

We facilitate negotiation and signing, and stay in touch with both sides during the probation period. Re-placement guaranteed.

Client voices

Voices from the industry.

What decision-makers and candidates from Banking & Finance say about working with us.

“After three unsuccessful attempts we had three qualified candidates on the table within five weeks. Phoenix understood what we actually needed — they did not just send CVs.”
MH

Dr. Martin Hellwig

Head of Finance · Maierhof Industrie GmbH

“Two weeks from first conversation to signed contract — and at my preferred employer. A combination of speed and competence I rarely encounter.”
ML

Marco Lindner

Treasury Specialist · placed in Frankfurt

Frequently asked

Frequently asked: Banking placements.

Did not find what you were looking for? Write to us — we respond on working days within 24 hours.

How does the collaboration work?

We start with a personal briefing, define the search profile and then work in regular updates — transparent, predictable, without unnecessary loops.

How long does a placement take on average?

Six to eight weeks from briefing to signing. We present the first matching profiles within the first ten working days — often considerably earlier when the profile fits our active pool.

How large is your talent pool?

More than 4,500 active profiles in Banking & Finance, Legal & Tax and Office — DACH-wide. On top, we use active sourcing and our network of specialists who do not look publicly.

How do you ensure the quality of placements?

We assess every candidate technically and culturally — you only see profiles we consider a fit. If a placement leaves during the probation period, we re-place the role without additional fee.
Looking for a Banking specialist?

Let's talk about your vacancy.

Whether credit analyst, treasury manager or compliance officer — we have the network and the expertise. A 15-minute first conversation, confidential.

Demo-Projekt · Fiktives Mandat

  1. 1

    Wer gesucht wurde

  2. 2

    Der Moment, in dem es passte

  3. 3

    Wohin es gemeinsam ging

Rolle
Zeitraum

Stellen Sie sich vor, die nächste Geschichte handelt von Ihnen.

15 Minuten, kostenfrei, unverbindlich — und Sie wissen, ob wir zueinander passen.