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.
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, tax optimization, global economic analysis, sales talent
Preferred skills
Sparkassen- or Bankbetriebswirt qualification
Responsibilities
Analyze total client assets, prepare professional deposit analyses, build trusting client relationships, acquire new clients
Seniority
Individual Contributor