Bankkaufmann (m/w/d) für vermögende Privatkunden:in
Hybrid
Core
Holistic financial advisor for wealthy private clients (assets up to €1M), providing personalized strategies across all life phases.
Role type
Senior Private Banking Advisor
Builds
Long-term, trust-based client relationships and individual financial strategies
Domain
Retail Banking / Wealth Management
Deliverable
client delivery
Required skills
High-level acquisition, negotiation, regulatory compliance (WpHG §87), strategic thinking, relationship building
Preferred skills
Additional qualifications, regional market knowledge
Technologies
Digital banking services, partner platforms (e.g., Allianz)
Responsibilities
Acquire new clients, develop tailored financial concepts from provision to wealth planning, coordinate with internal experts for complex topics, ensure regulatory compliance
Seniority
Senior, hands-on IC