Privatkundenberater (m/w/d)
Core
Private banking advisor responsible for managing a portfolio of wealthy clients, acquiring new clients, and providing tailored financial solutions.
Role type
Senior Private Banking Advisor
Builds
Wealth management solutions and banking services for high-net-worth individuals
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Financial analysis, client relationship management, new business acquisition, solution design, MS Office proficiency
Preferred skills
Experience with wealthy client segments, structured work approach
Technologies
MS Office
Responsibilities
Manage a private client portfolio, acquire new clients, analyze individual client needs, develop tailored solutions, maintain and expand relationships with existing high-net-worth clients
Seniority
Senior, experienced IC