Berater*in Private Banking (m/w/d)
Core
Holistic private banking advisory for complex wealth structures and client relationships, including asset management, financial planning, and multi-generational wealth strategies.
Role type
Private Banking Advisor (IC)
Builds
Tailored financial products and wealth management strategies for private clients, foundations, and family offices.
Domain
Financial Services / Private Banking
Required skills
Complex wealth structure analysis, holistic 360-degree advisory, asset management, financial planning, generational wealth management, sales approach identification, client relationship management, digital media affinity
Preferred skills
Additional qualifications (Bank/Sparkassen specialist, Financial Planner, Estate Planner), long-term relationship focus, future-oriented thinking
Technologies
Digital media tools
Responsibilities
Advise on complex wealth structures and client connections, expand existing client relationships, identify advisory needs and sales opportunities, manage asset portfolios and deposits, develop and implement wealth strategies, advise semi-institutional clients and family offices