Private Banking Berater (m/w/d)
Core
Responsible for comprehensive care of wealthy private and corporate clients in all financial matters, developing holistic strategies for wealth building, optimization, and generational management.
Role type
Private Banking Relationship Manager
Builds
Tailored financial solutions and long-term client relationships
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management strategy, relationship management, financial planning, corporate client co-management, negotiation, market expertise
Preferred skills
Passive business knowledge, securities business knowledge, consortium business knowledge
Technologies
N/A
Responsibilities
Manage comprehensive financial affairs for high-net-worth individuals and corporate clients, develop holistic wealth strategies, establish long-term client relationships, represent the bank in the social environment of clients, collaborate with internal specialists and partners
Seniority
Mid-Senior, experienced relationship manager