Berater (w/m/d) 1822 Private Banking
Core
Private Banking consultant building long-term client relationships and creating holistic investment strategies for high-net-worth individuals in the Rhein-Main region.
Role type
Senior Private Banking Consultant
Builds
Tailored investment, pension, and real estate financial solutions for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Holistic advisory approach, Asset allocation, 1822 wealth management expertise, Real estate advisory, Capital market knowledge, Pension planning, Generational wealth management
Preferred skills
Experience in the Sparkassen sector, Knowledge of OSP IT applications