Individualkundenbetreuer Private Banking (m/w/d)
Core
Holistic and independent management of a private banking customer portfolio, including wealth, pension, and real estate advisory.
Role type
Senior IC private banking relationship manager
Builds
Individual investment strategies and financial solutions for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management, pension planning, real estate financing, securities knowledge, sales, relationship building
Preferred skills
Bank operations expertise, entrepreneurial mindset, structured goal-oriented work
Responsibilities
Conduct structured advisory conversations on wealth, pension, and real estate; Develop individual investment strategies based on client goals and risk profile; Identify advisory approaches and implement concrete deals; Collaborate with specialists in generational management and construction financing; Acquire new private banking clients through referrals and networks