Beratung Private Banking (w/m/d) in München
Core
Advise private and commercial Private Banking customers on all areas of capital investment, including asset allocation analysis and individual investment strategy development.
Role type
Private Banking Advisor
Builds
Individualized investment strategies and portfolio analyses for private and commercial clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Funded banking knowledge (Sparkassen- or Bankbetriebswirt), complex investment product knowledge, tax law knowledge, global economic analysis, sales talent, goal orientation
Preferred skills
Sympathetic, communicative, open personality
Technologies
None stated
Responsibilities
Analyze total assets of clients, develop individual investment strategies, prepare and review deposit analyses, build trust with new and long-term clients, optimize financial portfolios
Seniority
Not specified