Private Banker (gn)
Core
Strategic management and expansion of a high-net-worth private banking portfolio, providing holistic wealth structuring and investment solutions for affluent individuals and entrepreneurs.
Role type
Senior Private Banker / Wealth Manager
Builds
Individualized wealth management strategies and long-term client relationships
Domain
Private Banking / Wealth Management
Required skills
Strategic portfolio management, holistic wealth structuring, investment strategy development, client acquisition, market analysis, relationship management
Preferred skills
Tax planning knowledge, financial economics expertise, established network in Augsburg/Swabia, entrepreneurial mindset, sales strength
Technologies
Capital markets instruments, securities trading, wealth planning tools
Responsibilities
Strategic development of high-quality private banking portfolio, holistic advisory on investment and succession planning, collaboration with corporate banking teams, development of tailored investment strategies, new mandate acquisition, monitoring economic developments, representing the bank in regional networks
Seniority
Senior, hands-on IC