Berater Private Banking (m/w/d)
Core
Advise high-net-worth private and entrepreneur clients on an equal footing and develop individual wealth strategies.
Role type
Private Banking Advisor
Builds
Individual wealth strategies and investment concepts for affluent clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management, securities trading, portfolio management, sales, networking
Preferred skills
Entrepreneurial mindset, regional market knowledge
Responsibilities
Manage a portfolio of high-net-worth clients, develop wealth structuring and insurance solutions, acquire new clients via personal networks, represent the bank in the regional market
Seniority
Experienced professional