Berater (m/w/d) Private Banking
Core
Advise and manage financial portfolios for high-net-worth private clients, focusing on investment, wealth planning, and generational management.
Role type
Private Banking Advisor
Builds
Long-term client relationships and comprehensive financial solutions
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment advisory, wealth planning, generational management, portfolio structuring, network development
Preferred skills
Financial Consultant certification, further education in banking
Technologies
N/A
Responsibilities
Cultivate and expand long-term relationships with wealthy private clients, provide individual holistic financial advice, manage investment and wealth planning, handle generational management, maintain and grow professional networks
Seniority
Mid-Senior, experienced advisor