Private Banking Berater (m/w/d) in Stuttgart gesucht
Core
Individual financial advice and long-term relationship building for affluent private clients.
Role type
Private Banking Advisor
Builds
Customized wealth management strategies and client portfolios
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth planning, investment strategy, risk management, client acquisition, relationship management, sales
Preferred skills
Private banking experience, wealth management background, succession planning knowledge
Responsibilities
Holistic advice on asset planning, investment, and risk protection; Develop tailored long-term wealth strategies; Expand existing client base and acquire new clients; Collaborate with internal specialists in financing, insurance, and succession planning
Seniority
Mid-level, experienced advisor