Bankkaufmann/-frau
Core
Private banking advisor providing holistic wealth management and investment strategies for affluent individuals.
Role type
Private Banking Advisor
Builds
Long-term, trust-based client relationships and individual asset allocation strategies
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management, Investment advisory, Client acquisition, Relationship management, Digital affinity, Discretion
Preferred skills
Private Banking specialization, Additional qualifications in Private Banking
Technologies
Digital tools for client experience
Responsibilities
Personal holistic care of affluent clients, Development of individual investment strategies, Active acquisition of new clients, Expansion of existing client base
Seniority
Mid-Senior, experienced