Senior Private Banking Berater/-in (m/w/d)
Core
Senior Private Banking Advisor responsible for building and managing a portfolio of wealthy private clients, foundations, and institutional investors, developing individual investment strategies, and acquiring new clients.
Role type
Senior Private Banking Advisor
Builds
Wealth management solutions and investment strategies for high-net-worth individuals and institutions
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment strategy development, client acquisition, portfolio management, tax planning, wealth management, regulatory compliance, network building
Preferred skills
Atruvia core banking system knowledge
Responsibilities
Develop individual investment strategies and tailored solutions for clients, acquire new high-net-worth clients, manage client portfolios in securities and investment business, represent the bank externally and maintain a network of multipliers, contribute to sales process development
Seniority
Senior, hands-on IC