Private Banker (gn)
Core
Strategic management and expansion of a high-net-worth private banking portfolio, providing holistic wealth structuring and investment solutions to affluent individuals and entrepreneurs.
Role type
Senior Private Banker / Wealth Manager
Builds
Individualized investment and wealth strategies for private clients and entrepreneurs
Domain
Private Banking / Wealth Management
Required skills
Strategic portfolio management, holistic wealth structuring, investment strategy development, client acquisition via networking, market trend analysis, high-level client relationship building
Preferred skills
Capital markets knowledge, securities trading, tax planning, financial economics, entrepreneurial mindset, sales strength, established network in Augsburg/Swabia
Technologies
None stated
Responsibilities
Strategic development of private banking portfolio, holistic advisory on investment and succession planning, collaboration with corporate banking teams, development of tailored investment strategies, client acquisition through networking, monitoring economic developments, representing the bank in business networks
Seniority
Senior, hands-on IC