Berater Private Banking (w/m/d)
Core
Holistic wealth management and strategic portfolio development for affluent private clients.
Role type
Senior Private Banking Manager
Builds
Sustainable wealth strategies and long-term client relationships
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Capital markets knowledge, Securities expertise, Estate planning, Tax planning, Financial mathematics, Portfolio management, Client acquisition, Relationship management
Preferred skills
CFP or CFA certification, Bankfachwirt or Bankbetriebswirt qualification, Regional market network
Technologies
N/A
Responsibilities
Develop individual investment strategies based on client goals and risk profiles, Manage and grow an existing client portfolio, Identify investment opportunities and derive solution approaches, Coordinate wealth management for corporate clients, Conduct personal client meetings and maintain long-term relationships
Seniority
Senior, hands-on IC