Privatkundenberater Bank (m/w/d)
Core
Comprehensive private banking advisory for high-net-worth clients, including financial analysis, tailored financing solutions, and investment strategies.
Role type
Senior private banking advisor (IC)
Builds
Customized financial products and investment portfolios for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, investment strategy development, client acquisition, relationship management, sales, securities trading knowledge
Preferred skills
Banking qualification (Bankkaufmann), advanced banking certification (Bankfachwirt/Bankbetriebswirt), business administration degree
Technologies
Financial analysis tools, investment platforms
Responsibilities
Manage a fixed portfolio of high-net-worth clients, conduct holistic financial analyses, develop tailored financing solutions, acquire new clients, expand existing business relationships, identify sales opportunities, close advisory conversations, provide competent advice in securities trading, develop individual investment strategies