Berater Private Banking (w/m/d)
Core
Manage an existing portfolio of wealthy private clients, providing comprehensive asset management and financial planning solutions tailored to individual needs.
Role type
Private Banking Advisor (IC)
Builds
Individualized financial planning solutions and wealth management strategies for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, asset management, client relationship management, sales, complex problem solving
Preferred skills
Certified Financial Planner (CFP) certification, experience with high-net-worth individuals, German language fluency
Technologies
Financial planning tools, banking software
Responsibilities
Manage existing client portfolio, coordinate client care activities, conduct financial planning in collaboration with specialists, participate in client events, acquire new clients