Executive Private Bankingberater*in (m/w/divers)
Core
Personal advisory for private banking clients on wealth management, financing, and savings products to drive customer satisfaction and acquisition.
Role type
Senior Private Banking Advisor (IC)
Builds
Personalized financial solutions for high-net-worth individuals and business owners
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
sales techniques, client acquisition, relationship management, financial product knowledge, MS Office, presentation skills
Preferred skills
university degree, network building, digital banking adoption, continuous learning
Technologies
MS Office applications
Responsibilities
Advise clients on securities, payments, financing, and savings; acquire new clients; build and maintain client networks; integrate specialists for complex needs; support digital banking usage
Seniority
Senior, hands-on IC