Executive Private Bankingberater*in
Core
Executive Private Banking advisor responsible for holistic wealth management, relationship building, and acquisition of private banking clients in Germany.
Role type
Senior Private Banking Advisor
Builds
Personalized financial solutions for private banking clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
holistic wealth management, relationship management, client acquisition, sales techniques, product knowledge (securities, loans, deposits, insurance), regulatory compliance, MS Office, presentation skills
Preferred skills
(bank)commercial training, university degree, advanced sales experience, network building
Technologies
MS Office applications