Berater:in Private Banking (w/m/d)
Core
Building, maintaining, and strategically developing a high-quality private banking customer portfolio through holistic advice on asset allocation, provision, and succession planning.
Role type
Senior Private Banking Advisor
Builds
Individual, sustainable investment strategies for high-net-worth individuals and corporate clients
Domain
Private Banking / Wealth Management
Required skills
Private banking experience, capital market expertise, securities knowledge, provision planning, tax knowledge, financial mathematics
Preferred skills
CFP, CFA, Bankfachwirt, established network in target client group
Technologies
None stated
Responsibilities
Holistic advice to wealthy clients on asset allocation, provision, and succession; Collaborate with corporate account managers on wealth issues for top corporate clients; Develop individual investment strategies with investment specialists; Active new customer acquisition via personal network and regional partnerships; Monitor market trends and derive opportunities for clients; Represent the bank at exclusive events and regional business networks; Support colleagues on investment questions
Seniority
Senior, hands-on IC