Bankkaufmann/Bankkauffrau als Vermögenskundenberater (m/w/d)
Core
Wealth advisor for private clients with assets up to €1M, providing holistic financial planning and acquisition across all life phases.
Role type
Senior Private Banking Advisor
Builds
Individualized wealth management strategies and long-term client relationships
Domain
Retail Banking / Wealth Management
Deliverable
client delivery
Required skills
Holistic financial planning, client acquisition, negotiation, regulatory compliance (WpHG §87), strategic market analysis, relationship building
Preferred skills
Additional qualifications beyond standard banking training, experience with high-net-worth individuals
Technologies
Digital banking services, partner platforms (e.g., Allianz)
Responsibilities
Acquire new high-net-worth clients, develop tailored wealth strategies, coordinate with expert partners for complex topics, ensure regulatory compliance, build long-term trust-based relationships
Seniority
Senior, experienced advisor