Private Banker - Vermögensberatung / Wertpapiere (m/w/d)
Core
Develop tailored and sustainable investment strategies for wealthy private clients, foundations, and institutional investors based on deep needs analysis.
Role type
Private Banker (Wealth Management)
Builds
Client portfolios and investment strategies
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Strategic portfolio management, needs analysis, long-term relationship building, network development, investment strategy implementation
Preferred skills
None stated
Technologies
None stated
Responsibilities
Strategically build and expand own client portfolio, develop sustainable investment strategies, implement strategies in securities trading with analyst teams, monitor portfolio performance, represent the bank in regional networks to establish partnerships
Seniority
Mid-Senior, experienced IC