Spezialist (m/w/d) Private Banking
Core
Individual wealth management and strategic advisory for high-net-worth clients, focusing on asset structuring, preservation, and growth.
Role type
Private Banking Specialist (IC)
Builds
Tailored wealth management strategies and investment solutions for affluent clients.
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Wealth management strategy, client acquisition, relationship management, investment advisory, financial planning, networking, digital financial tools proficiency
Responsibilities
Provide personalized care to a portfolio of high-net-worth clients, develop customized strategies for asset structuring and growth, acquire new clients and fresh capital, act as a liaison between internal departments and external partners, represent the firm at high-level client events, build and maintain a professional network.