Private Banking Firmenkunden-Betreuer Junior (m/w/d) im Private Banking Firmenkunden&Mandatsgeschäft
Core
Junior relationship manager supporting wealthy corporate clients with private financial planning, focusing on insurance products, retirement scenarios, and estate planning.
Role type
Junior IC private banking relationship manager
Builds
Financial plans, insurance product presentations, and wealth optimization strategies for corporate clients
Domain
Private Banking / Corporate Wealth Management
Required skills
Financial planning, risk product analysis, scenario modeling, client relationship management, presentation skills, market research
Preferred skills
Experience in private banking or wealthy client servicing, business economics background
Technologies
N/A
Responsibilities
Prepare analysis and presentation materials for insurance products, create retirement scenarios and estate planning concepts, develop simple financial plan drafts, support new client acquisition and client events, coordinate with senior advisors and specialist departments
Seniority
Junior, hands-on IC