Private Banking Berater (m/w/d)
Hybrid
Core
Private banking advisor serving high-net-worth individuals (A and A+ segments) and corporate clients, providing financial solutions and acquiring new business.
Role type
Private Banking Advisor
Builds
Individualized financial solutions for private and corporate clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management advisory, new customer acquisition, knowledge of deposit and lending products, business acumen, structured consulting process
Preferred skills
Advanced banking qualifications, university degree
Responsibilities
Manage assigned high-net-worth clients, advise corporate clients on private matters, acquire new customers, analyze customer needs and propose solutions, achieve revenue and growth targets