Berater Private Banking (m/w/d)
Core
Advise high-net-worth individuals on wealth management, investment strategies, and financial planning.
Role type
Private Banking Advisor
Builds
Personalized financial solutions and wealth management strategies for affluent clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Wealth management, investment advisory, financial planning, client relationship management, sales, securities knowledge, estate planning
Preferred skills
Succession planning, trust/foundation structures
Technologies
N/A
Responsibilities
Manage relationships with high-net-worth clients, analyze financial situations, develop investment strategies, acquire new clients, coordinate with internal and external partners
Seniority
Mid-Senior, experienced IC