Private Banking-Berater (m/w/d) im Rheingau
Core
Holistic and trustworthy advisory for private banking customers, covering alternative investments and pension planning.
Role type
Private Banking Advisor (IC)
Builds
Financial products and advisory services for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
holistic customer advisory, sales of financial products, relationship building, cross-functional collaboration
Preferred skills
Financial Consultant certification, Certified Financial Planner certification, advanced banking degree (Bankbetriebswirt)
Technologies
N/A
Responsibilities
Onboard and deepen relationships with new and existing private banking clients, provide comprehensive advice on alternative investments and pension planning, collaborate with specialist teams to support client needs
Seniority
Mid-level, individual contributor