Executive Private Bankingberater*in
Core
Executive Private Banking advisor responsible for holistic wealth management, relationship building, and acquisition of high-net-worth individuals and entrepreneurs in Germany.
Role type
Senior Private Banking Advisor (IC)
Builds
Personalized financial solutions including securities, financing, and savings products for private and entrepreneur clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
holistic financial planning, securities trading, financing structuring, relationship management, new business acquisition, digital banking enablement, regulatory compliance, MS Office, presentation skills
Preferred skills
(bank)commercial training, university degree, sales techniques, network building
Technologies
MS Office, digital banking platforms
Responsibilities
Advise clients on securities, payments, financing, and savings; build and maintain client relationships; acquire new clients; coordinate with specialists for complex needs; support digital adoption
Seniority
Senior, hands-on IC