Vermögensberater (m/w/d) Private Banking
Core
Provide individual and holistic financial advice to selected wealthy private clients, focusing on investment, wealth management, and generational planning.
Role type
Senior Private Banking Advisor
Builds
Long-term client relationships and comprehensive financial solutions
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Investment and securities expertise, wealth structuring, generational management, network development
Preferred skills
Bank operations management certification (Bankbetriebswirt), eloquent presentation
Technologies
Active, passive, and service banking product suites
Responsibilities
Cultivate and expand long-term relationships with wealthy clients, advise on investment and wealth management, provide pension planning, manage generational wealth, maintain and grow professional network
Seniority
Senior, experienced IC