Leitung und Individualkundenberatung (m/w/d) in der Filiale Abtsgmünd
Core
Lead and provide individual financial advice to high-net-worth private customers at a branch office.
Role type
Branch Manager and Senior Private Banking Advisor
Builds
Financial strategies and banking products for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial strategy development, sales leadership, team management, high-net-worth client acquisition, relationship building, product portfolio management
Preferred skills
Securities expertise, project leadership
Technologies
Banking software, financial planning tools
Responsibilities
Provide holistic financial advice to high-net-worth clients, lead and support a team of advisors, acquire new customers, develop tailored financial strategies, represent the bank in the local community