Berater (m/w/d) Private Banking
Hybrid
Core
Provide holistic investment and securities advice, pension planning, and estate planning to affluent private clients.
Role type
Private Banking Advisor
Builds
Investment portfolios and financial plans for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advice, portfolio management, pension planning, estate planning, client relationship management
Preferred skills
Financial planning certification, advanced economic studies
Technologies
Digital banking channels
Responsibilities
Conduct high-level investment and securities advice, manage client assets and portfolios, provide on-site and digital client support
Seniority
Mid-Senior, experienced advisor