Private Banking BeraterIn Immobilien (m/w/d)
Core
Advise private banking clients on expanding investment portfolios with real estate acquisitions, including portfolio analysis, financial planning, and financing.
Role type
Private Banking Consultant (Real Estate)
Builds
Real estate investment portfolios and financing solutions for high-net-worth individuals
Domain
Banking + Real Estate
Required skills
Real estate investment management, portfolio analysis, financial planning, tax law knowledge, regulatory compliance, sales, network management
Preferred skills
Financial Consultant certification, experience in asset management
Technologies
Private banking software platforms
Responsibilities
Prepare and conduct client meetings for financial planning and real estate financing, analyze real estate portfolios and calculate profitability, support clients in property acquisition and rental processes, initiate purchase/sale consultations, coordinate with external advisors (notaries, lawyers), close residential construction financing deals, acquire new clients for real estate financing, maintain networks with market participants and authorities.
Seniority
Mid-Senior, experienced IC