Berater (m/w/d) Private Banking Center
Core
Provide comprehensive 360-degree advisory for high-net-worth individuals and corporate clients, covering risk protection, generational management, wealth optimization, and real estate management.
Role type
Senior Private Banking Consultant
Builds
Tailored wealth management and pension solutions for private and corporate portfolios
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Private banking portfolio management, corporate client advisory, wealth and pension planning, real estate management, regulatory compliance (WpDVerOV)
Preferred skills
Financial Consultant qualification (Financial Consultant), SBW degree or equivalent business studies
Technologies
N/A
Responsibilities
Manage comprehensive client responsibility alongside branch advisors, conduct strategy meetings on wealth optimization and risk management, develop tailored solutions for passive and service areas, ensure investor-appropriate advisory
Seniority
Senior, hands-on IC