Berater Private Banking (w/m/d)
Core
Holistic wealth management and sustainable strategy development for affluent private clients.
Role type
Senior Private Banking Manager (IC)
Builds
Sustainable investment portfolios and long-term wealth strategies for high-net-worth individuals.
Domain
Banking / Wealth Management
Required skills
Portfolio management, investment strategy, succession planning, tax law knowledge, financial mathematics, client acquisition, relationship management, risk profiling.
Preferred skills
CFP, CFA, Bankfachwirt, Bankbetriebswirt, regional market network.
Technologies
Capital markets instruments, securities, wealth management tools.
Responsibilities
Oversee and develop existing client portfolios, identify investment opportunities, consult on capital market and securities topics, manage relationships with corporate clients, conduct client meetings.
Seniority
Senior, hands-on IC