Junior Private Banker (m/w/d)
Core
Supporting senior advisors in holistic advisory and acquisition of high-net-worth private clients and institutional investors, while managing existing relationships and developing investment strategies.
Role type
Junior Private Banker
Builds
Wealth management solutions and investment strategies for affluent clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Business studies degree, MS Office (Word, Excel, PowerPoint), client acquisition, relationship management, investment strategy development, MIFID compliance
Preferred skills
First experience in banking, private banking, or wealth management
Responsibilities
Support senior advisors in holistic advisory and client acquisition, maintain relationships with existing high-net-worth clients, conduct goal-oriented client meetings, identify client needs and develop solution approaches, create investment strategies considering risk appetite and time horizon
Seniority
Junior, entry-level IC