Berater (m/w/d) Private Banking
Core
Private banking consultant providing holistic financial advice to high-net-worth individuals, focusing on investment, wealth management, and estate planning.
Role type
Private Banking Consultant
Builds
Long-term client relationships and comprehensive financial solutions for wealthy individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advice, wealth management, estate planning, generational wealth management, network building
Preferred skills
Financial Consultant certification, further education in banking
Technologies
N/A
Responsibilities
Cultivate and expand long-term relationships with selected wealthy private clients, provide individual and holistic advice on all financial matters, focus on investment and asset management, pension planning, asset structuring, and generational management, maintain and expand professional network, participate in events