Executive Private Bankingberater*in
Core
Provide holistic, personalized advisory and sales services to private banking clients, covering wealth management, financing, and savings products.
Role type
Senior Private Banking Advisor
Builds
Client relationships and financial solutions for private banking clients
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Sales and acquisition techniques, knowledge of wealth management and financing products, regulatory compliance, MS Office applications, presentation and moderation skills
Preferred skills
Strong customer orientation, self-initiative, network building, continuous learning
Technologies
MS Office applications