Trainee Private Banking (m/w/d)
Core
Trainee learning holistic wealth management, investment strategies, and succession planning for affluent clients.
Role type
Trainee Private Banker
Builds
Individual wealth strategies and client advisory solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
holistic client advisory, investment strategy development, succession planning, generational wealth management, financial analysis, digital tool affinity
Preferred skills
prior banking or finance industry experience
Responsibilities
Participate in holistic care of wealthy clients, develop new sales ideas, prepare and conduct advisory conversations, co-create individual asset strategies, build expertise in generational management
Seniority
Trainee, structured program with mentoring