Private Banking Berater (m/w/d)
Core
Holistic wealth management and financial planning for affluent clients, including active client acquisition.
Role type
Private Banking Advisor (IC)
Builds
Individual wealth strategies and financial plans
Domain
Banking / Wealth Management
Required skills
Holistic financial planning, Wealth strategy development, Client acquisition, Negotiation, Regulatory compliance
Preferred skills
Team collaboration, Internal specialist coordination
Technologies
N/A
Responsibilities
Conduct comprehensive needs analyses for affluent clients, Develop tailored wealth strategies, Actively acquire new clients and expand existing relationships, Coordinate with internal specialists for complex needs, Apply regulatory requirements consistently
Seniority
Mid-Senior, hands-on IC