Portfoliomanager | Private Banker (m/w/d)
Core
Private banker and portfolio manager serving high-net-worth clients with wealth management and asset building services.
Role type
Private banker / portfolio manager
Builds
Wealth management services for high-net-worth individuals
Domain
Financial services / Private banking
Deliverable
client delivery
Required skills
wealth management, portfolio management, client acquisition, analytical thinking, communication
Responsibilities
long-term client retention, new client acquisition, advising high-net-worth clientele, managing a defined client portfolio