Berater:in Private Banking Schwerpunkt: Heilwesen (m/w/d/ohne Angabe)
Core
Provide holistic, independent financial advice to high-net-worth clients with a specific focus on health and wellness (Heilwesen) topics.
Role type
Senior Private Banking Consultant (Health & Wellness focus)
Builds
Individualized financial solutions and long-term client relationships
Domain
Private Banking / Health & Wellness
Deliverable
client delivery
Required skills
Private banking expertise, health/wellness consultation, investment management, risk management, estate planning, tax planning, digital proficiency
Preferred skills
Financial Consultant certification, experience in health/wellness advisory, empathetic communication, networking
Technologies
Digital banking platforms, financial modeling tools