Private Banking Berater (m/w/d)
On-site
Core
Holistic advisory and sales for high-net-worth clients covering wealth optimization, risk protection, and estate management.
Role type
Private Banking Advisor (Sales & Advisory)
Builds
Financial services and wealth management solutions for private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Financial consulting, sales, customer acquisition, network building, wealth optimization, risk management, estate planning
Responsibilities
Actively manage top clients across banking and financial services, strengthen existing business relationships, acquire new clients, plan and coordinate client care activities, represent the bank in public and expand networks