Senior-Individualkundenberater (m/w/d) für das BC Fischmarkt mit Verhinderungsvertretung
Core
Lead a team of private banking advisors and serve high-net-worth individual clients through comprehensive financial planning and investment advisory.
Role type
Senior Private Banking Advisor with Team Leadership responsibilities
Builds
Private financial concepts (PFK) and investment portfolios for high-net-worth clients
Domain
Banking and Wealth Management
Required skills
Investment advisory expertise, team coordination, sales of standard product portfolio, new client acquisition, financial planning
Preferred skills
Leadership experience, knowledge of capital market developments
Technologies
WpHG § 87 compliant advisory tools
Responsibilities
Coordinate and organize staff in private client advisory, conduct investment advisory for high-net-worth clients, manage sales of standard product portfolio, acquire new clients, support staff development
Seniority
Senior, hands-on IC with leadership duties