Private Banking Berater (m/w/d)
Core
Holistic 360-degree advisory for private banking clients, including wealth optimization, pension planning, risk protection, and generational/immunity/foundation management.
Role type
Private Banking Advisor (Senior IC)
Builds
Individual wealth strategies and financial solutions for high-net-worth individuals.
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management expertise, pension planning, risk management, generational planning, real estate management, foundation management, client acquisition, relationship management, sales skills, strategic thinking
Preferred skills
Financial consulting certification, business administration degree, strong communication skills, customer orientation, initiative, team collaboration
Technologies
None stated
Responsibilities
Analyze client asset situations, develop individual asset strategies, strengthen existing client relationships, acquire new clients, collaborate with internal specialists and partner banks