Private Banking Berater (m/w/d) in Mosbach
Core
Holistic financial advisory and wealth management for high-net-worth individuals, focusing on asset optimization, future security, and estate planning.
Role type
Senior Private Banking Advisor
Builds
Personalized financial strategies and wealth management solutions for affluent clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Wealth management, asset allocation, tax optimization, estate planning, capital markets knowledge, strategic financial planning
Preferred skills
Corporate client co-management, new client acquisition
Technologies
Financial planning tools, investment platforms
Responsibilities
Manage existing high-net-worth client relationships, provide holistic financial advice, represent the bank at events, develop new client business
Seniority
Senior, hands-on IC