Berater:in Private Banking Lübben (w/m/d)
Hybrid
Core
Advise high-net-worth clients on comprehensive financial and wealth strategies across all life phases, including estate and real estate management.
Role type
Private Banking Advisor
Builds
Individualized wealth structuring solutions and long-term client relationships
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management, estate planning, real estate management, client acquisition, cross-selling, process optimization
Preferred skills
OSPlus/OSPlus Neo experience, regional travel flexibility
Technologies
OSPlus, OSPlus Neo
Responsibilities
Develop individual financial and wealth strategies, build long-term client relationships, acquire new high-net-worth clients, coordinate internal and external specialists for exclusive solutions, optimize processes through cross-selling
Seniority
Mid-level, hands-on IC