Berater Private Banking (m/w/d)
Core
Provide holistic wealth management and investment strategies for high-net-worth private and entrepreneur clients.
Role type
Senior Private Banking Advisor
Builds
Individual asset allocation plans, wealth structuring, and risk management solutions for affluent clients.
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management, investment portfolio management, financial planning, sales, networking, relationship management, strategic thinking, cross-selling
Preferred skills
Bankfachwirt certification, regional market knowledge, existing network of entrepreneurs
Technologies
N/A
Responsibilities
Develop individual asset allocation plans, provide advice on wealth structuring and risk management, acquire new high-net-worth clients, represent the bank in the regional market
Seniority
Senior, experienced IC