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 (IC)
Builds
Tailored investment, provision, and insurance solutions for high-net-worth individuals
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, insurance and provision planning, client relationship management, regulatory compliance, financial analysis
Preferred skills
Bankfachwirt qualification, experience in securities trading, portfolio structuring
Technologies
Financial planning tools, investment platforms
Responsibilities
Building and developing a personal client base, analyzing individual client needs, ensuring high advisory quality under regulatory requirements, maintaining long-term client relationships
Seniority
Mid-Senior, hands-on IC