Vermögenskundenberater (m/w/d) - Privatkundenbank Region München
Hybrid
Core
Holistic financial advisor for high-net-worth private clients (up to €1M assets), providing personalized strategies across all life phases.
Role type
Senior Private Banking Advisor
Builds
Individualized wealth management and insurance concepts in partnership with providers like Allianz
Domain
Retail Banking / Wealth Management
Deliverable
client delivery
Required skills
High-net-worth client acquisition, negotiation, regulatory compliance (WpHG §87), strategic market analysis, relationship building
Preferred skills
Additional qualifications in banking, proactive network management
Technologies
Digital banking services
Responsibilities
Acquire new clients, develop long-term trust-based relationships, coordinate complex solutions with internal experts, ensure regulatory compliance
Seniority
Senior, hands-on IC