Berater Private Banking (m/w/d)
Core
Advise high-net-worth private and entrepreneur clients on an equal footing to develop individual wealth strategies.
Role type
Senior Private Banking Advisor
Builds
Long-term client relationships and the Private Banking business portfolio
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management, securities trading, portfolio management, financial planning, sales, networking
Preferred skills
Bank specialist qualification (e.g., Bankfachwirt), regional market knowledge, entrepreneurial mindset
Responsibilities
Develop individual wealth strategies and investment concepts, consult on asset structuring and risk management, acquire new high-net-worth clients, represent the bank in the regional market
Seniority
Senior, experienced IC