Private Banker voor Entrepreneurs & Top Executives
Core
Private Banker building long-term relationships with wealthy entrepreneurs and executives to manage, structure, and grow their assets.
Role type
Private Banker (IC)
Builds
Personalized investment portfolios and financial strategies for high-net-worth individuals
Domain
Private Banking / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
asset management, portfolio management, financial planning, tax optimization, client acquisition, relationship management, financial analysis, regulatory compliance, business development, strategic advisory
Preferred skills
knowledge of entrepreneurship, economic trends, succession planning
Technologies
financial planning tools, investment platforms, CRM systems
Responsibilities
Advise clients on protecting, structuring, and growing assets; manage a portfolio of ~160 entrepreneurs/executives; attract new clients via networking and events; collaborate with Asset Management and Wealth Analysis specialists; provide tailored advice on investments, credit, and tax optimization.
Seniority
Mid-level, hands-on IC