Bankkaufmann/-frau
Core
Accompanying high-net-worth clients in asset allocation decisions and developing individual solutions for advanced wealth management.
Role type
Private Banking Relationship Manager
Builds
Individual wealth management solutions for high-net-worth clients
Domain
Banking / Private Banking
Deliverable
client delivery
Required skills
Private banking experience, asset allocation expertise, client acquisition, network building, negotiation skills, independent decision-making
Responsibilities
Accompany clients in asset allocation decisions, manage and grow client portfolio, identify market potentials, represent the bank to drive growth in Private Banking