Private Banking Berater (m/w/d)
Core
Active, holistic advisory and management of wealthy private clients in strategic financial planning, investment advisory, generational management, and risk management.
Role type
Private Banking Advisor (Wealth Management)
Builds
Strategic financial plans and investment portfolios for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Strategic financial planning, investment advisory, generational management, risk management, proactive client acquisition, relationship management, negotiation, digital sales processes
Preferred skills
Team collaboration, solution-oriented cooperation
Technologies
Online sales processes, digital advisory tools