Beratung Private Banking (w/m/d) in München
Core
Advise private and commercial Private Banking clients on all areas of asset management, including portfolio analysis and individual investment strategy development.
Role type
Private Banking Advisor
Builds
Individualized investment strategies and portfolio allocations for private and commercial clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Asset management knowledge, complex investment product expertise, tax optimization knowledge, global economic analysis, sales talent
Preferred skills
Sparkassen- or Bankbetriebswirt qualification, listening skills, trust-building ability