Privatkundenberater (m/w/d) - hybrides Arbeiten (Remote & Präsenz)
Core
Managing and growing a portfolio of high-net-worth private clients through relationship management, acquisition, and tailored financial solutions.
Role type
Senior Private Banking Advisor
Builds
Tailored financial solutions for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Portfolio management, client acquisition, financial needs analysis, relationship management, MS Office proficiency
Preferred skills
Business administration degree with finance focus, banking qualification, experience with wealthy clients
Responsibilities
Administer and maintain a personal client portfolio, expand and maintain business relationships with existing high-net-worth clients, acquire new clients, analyze individual client needs and develop customized solutions, advise private clients