Kundenberaterin/ Kundenberater (m, w, d) im Private Banking
Core
Develop holistic wealth management and optimization strategies for top-segment private clients, managing the entire business relationship and creating tax-optimized investment plans.
Role type
Private Banking Relationship Manager
Builds
Individual investment strategies and succession planning concepts for high-net-worth individuals
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities advisory, holistic portfolio management, tax optimization, succession planning, client acquisition, relationship management
Preferred skills
Financial Consultant qualification, Bachelor's degree, sales orientation
Technologies
N/A
Responsibilities
Create and optimize individual, tax-optimized investment strategies; Manage the entire business relationship according to the Private Banking concept; Develop generation-spanning succession concepts; Represent the savings bank at client events; Acquire new clients through entrepreneurial thinking