Private Banking Berater (m/w/d)
Core
Holistic financial planning and wealth strategy development for high-net-worth individuals.
Role type
Private Banking Advisor (IC)
Builds
Individual wealth strategies and financial plans for affluent clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Comprehensive financial planning, wealth strategy development, client acquisition, relationship management, regulatory compliance, negotiation
Preferred skills
Bank training or university degree, experience as Financial Consultant or Financial Planner
Technologies
N/A
Responsibilities
Conduct comprehensive needs analyses, develop tailored wealth strategies, acquire new clients, expand existing client relationships, coordinate with internal specialists, apply regulatory requirements
Seniority
Mid-Senior, hands-on IC