Berater:in Private Banking im Geschäftsgebiet Minden (m/w/d)
Core
Holistic advisory for wealthy corporate clients across all needs areas, optimizing returns and risk.
Role type
Private Banking Advisor for Entrepreneurs
Builds
Wealth management solutions for corporate clients
Domain
Banking / Private Banking
Deliverable
client delivery
Required skills
Wealth management, risk optimization, client acquisition, sales target achievement, relationship management
Preferred skills
Entrepreneurial client focus, multi-generational advisory
Responsibilities
Advise wealthy corporate clients holistically, optimize returns and risk, acquire new clients, manage client schedules, achieve sales targets
Seniority
Mid-level, experienced advisor