Private Banking Berater (m/w/d)
Core
Provide holistic financial planning and asset strategy development for high-net-worth clients, including active client acquisition.
Role type
Private Banking Advisor (IC)
Builds
Individual wealth management strategies and client portfolios
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Holistic financial planning, asset strategy development, client acquisition, negotiation, regulatory compliance
Preferred skills
Experience with internal specialists, team collaboration
Technologies
N/A
Responsibilities
Conduct comprehensive needs analyses for financial situations and goals, Develop tailored asset strategies, Acquire new clients and expand existing relationships, Identify additional advisory approaches within client portfolios, Collaborate with internal specialists for complex needs, Apply regulatory requirements consistently