CareerPlan

Finanzierungsberater vermögende Privatkunden (m/w/d)

Frankfurt am Main, HESSENFull-time2026-09-24 → 2026-11-12

Core

Provide holistic financing advice and build long-term partnerships with wealthy private individuals and asset-managing companies.

Role type

Senior financing advisor (private wealth)

Builds

Tailored financing solutions, including structured Lombard and real estate financing

Domain

Private banking / Real estate finance

Required skills

Credit analysis, Real estate valuation, Structured financing, Client acquisition, Regulatory compliance, Network building

Preferred skills

English (fluent), French (basic)

Technologies

N/A

Responsibilities

Design customized financing solutions for high-net-worth clients; Conduct real estate valuations and collateral assessments; Acquire new clients and identify business opportunities; Perform credit checks and structure loan terms; Build and maintain a national network of decision-makers; Represent the bank at exclusive client events

Seniority

Senior, hands-on IC