Private Banker - Vermögensberatung / Wertpapiere (m/w/d)
Core
Develop tailored and sustainable investment strategies for wealthy private clients, foundations, and institutional investors based on deep needs analysis, and actively monitor portfolio performance.
Role type
Private Banker (Wealth Management)
Builds
Client portfolios and investment strategies
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Strategic investment planning, portfolio management, client relationship management, needs analysis, network development, negotiation
Preferred skills
Regional network, strategic foresight, proactive client potential identification
Technologies
None stated
Responsibilities
Develop tailored investment strategies, implement strategies in securities trading, monitor portfolio performance, maintain long-term client relationships, identify new client potentials, represent the bank in the regional network
Seniority
Mid-Senior, experienced IC