Private Banking Berater (m/w/d)
Core
Provide holistic financial planning and asset strategy development for high-net-worth clients.
Role type
Private Banking Consultant
Builds
Individual wealth management strategies and client acquisition
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Holistic financial planning, asset strategy development, client acquisition, needs analysis, regulatory compliance, negotiation, internal collaboration
Preferred skills
Bank training or university degree, experience as Financial Consultant or Financial Planner