Executive Private Bankingberater*in (m/w/divers)
Core
Executive Private Banking advisor providing holistic, needs-based financial advice to high-net-worth individuals across investment, financing, and savings products.
Role type
Senior Private Banking Advisor (IC)
Builds
Personalized financial solutions and banking services for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Sales and acquisition techniques, knowledge of investment products and financing models, digital banking platform usage, presentation and moderation skills
Preferred skills
University degree or advanced qualification, network building, continuous learning
Technologies
MS Office, digital banking applications
Responsibilities
Advise private banking clients on investment, payments, and financing products; acquire new clients; maintain client relationships; coordinate with specialists for complex needs; support clients in using digital banking tools
Seniority
Senior, hands-on IC