CareerPlan

Berater / Private Banking (m/w/d) hybrid

München, BAYERNFull-time2026-07-20 → 2026-10-16
Hybrid

Core

Advise high-net-worth individuals in academic healthcare professions on wealth, provision, financing, and liquidity via digital channels.

Role type

Private Banking Consultant (Healthcare Sector)

Builds

Individual financial solutions for the healthcare market

Domain

Private Banking / Healthcare

Deliverable

client delivery

Required skills

Financial advisory, sales/acquisition, digital communication, customer relationship management, strategic development

Preferred skills

Knowledge of the healthcare sector, affinity for digital media

Technologies

Digital communication tools, video conferencing

Responsibilities

Advise clients on wealth, provision, financing, and liquidity; develop tailored financial solutions; build long-term client relationships; contribute to the strategic development of the digital advisory center