Senior Private Banking | Poolstelle | NOM
Core
Holistic advisory for wealthy private clients on all financial matters, developing individual investment strategies and building long-term relationships.
Role type
Senior Private Banking Wealth Manager
Builds
Long-term, sustainable client relationships and investment portfolios
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment strategy development, client relationship management, securities trading, market knowledge, administrative tasks
Preferred skills
Atruvia systems (agree21BAP, BankingWorkspace), MS Office
Responsibilities
Advise wealthy clients on financial questions, develop individual investment strategies, represent the bank at events, acquire new clients, execute securities transactions, perform administrative tasks
Seniority
Senior, hands-on IC