Private Banking Berater (m/w/d)
Core
Individual and holistic advisory for affluent private clients on investment, provision, and risk management strategies.
Role type
Private Banking Advisor
Builds
Tailored investment, provision, and insurance concepts for high-net-worth individuals
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, insurance and provision solutions, client relationship management, regulatory compliance
Preferred skills
Portfolio structuring, wealth management strategies
Technologies
Financial planning tools, investment platforms
Responsibilities
Build and develop a personal client base, analyze individual client needs, ensure high advisory quality under regulatory requirements
Seniority
Mid-level, experienced advisor