Private Banker:in (w/m/d)
Core
Specialized advisory for wealth management and insurance for affluent private and corporate clients, acting as a sales talent for Oberbank products and supporting branch staff in holistic customer care.
Role type
Private Banker (Sales & Advisory)
Builds
Wealth management and insurance products for affluent clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management advisory, insurance expertise, sales talent, tax knowledge, network building, cross-selling
Preferred skills
Regional market knowledge, creative acquisition strategies
Responsibilities
Advise clients on wealth management and insurance, sell Oberbank products, acquire new clients, identify cross-selling opportunities, represent the bank externally, maintain professional networks