Private Banking Berater (m/w/d)
Core
Advise very wealthy private clients on comprehensive financial matters including asset building, structuring, and optimization.
Role type
Senior Private Banking Advisor
Builds
Individual financial concepts and investment solutions for high-net-worth individuals
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Wealth management, securities trading, pension planning, estate planning, client acquisition, relationship management
Preferred skills
Trust and discretion, negotiation skills, experience with foundations and asset transfer
Technologies
N/A
Responsibilities
Develop individual concepts for asset building and structuring, advise on investments and insurance, manage existing client relationships, acquire new high-net-worth clients, collaborate with external partners like tax advisors and lawyers
Seniority
Senior, hands-on IC