Senior Private Banking Berater (m/w/d)
Core
Provide comprehensive financial advice and wealth management solutions to affluent private clients, including asset acquisition and relationship management.
Role type
Senior Private Banking Advisor (Sales & Advisory)
Builds
Long-term client relationships and sustainable revenue growth for the bank's private banking division.
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial market expertise, client acquisition, relationship management, network building, administrative support, transaction processing, MS Office proficiency
Preferred skills
Existing client network, knowledge of agree21BAP/BankingWorkspace systems
Responsibilities
Advise high-net-worth clients on all financial matters, acquire new clients, represent the bank at public events, process securities transactions, perform administrative wealth management tasks
Seniority
Senior, hands-on IC