Private Banking Berater/in Firmenkunden (m/w/d)
Core
Private banking advisor for corporate clients, managing liquid assets up to €3M and providing holistic coverage for both the business and private spheres of entrepreneurs.
Role type
Senior Private Banking Advisor (Corporate Clients)
Builds
Wealth management solutions and cross-selling strategies for corporate and private clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Corporate business management, wealth management for private clients, capital markets knowledge, tax and legal expertise for business assets, succession planning
Preferred skills
Experience in co-management of corporate clients, potential client development
Technologies
None stated
Responsibilities
Manage corporate and business clients with liquid assets up to €3M, provide holistic coverage for the entrepreneur's private sphere, develop potential clients not yet with the savings bank, utilize cross-selling approaches, acquire new clients and transition them to higher wealth management segments
Seniority
Senior, hands-on IC