Individualkundenbetreuer (m/w/d)
Core
Holistic advisory and management of the total assets for wealthy private clients, tailoring financial solutions to their investment mentality, risk appetite, and goals.
Role type
Senior Private Banking Advisor (Wealth Management)
Builds
Tailored financial solutions across all banking services for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management expertise, securities investment advisory, relationship management for high-net-worth clients, business acumen, client acquisition
Preferred skills
Bank operations degree (Bankbetriebswirt), capital market expert qualification
Technologies
Financial planning tools, investment platforms
Responsibilities
Oversee holistic advisory and care for wealthy private clients at Rommerskirchen and Norf locations, manage total client assets aligning with personal investment mentality and risk appetite, find tailored solutions across all financial services considering bank profitability, integrate specialists, maintain and expand the client base
Seniority
Senior, hands-on IC