Privatkundenberater (m/w/d)
Core
Provide holistic financial advice and sustainable wealth building for high-net-worth private clients (up to €7,500 net monthly income, up to €250,000 investment volume).
Role type
Senior private banking advisor (wealth management)
Builds
Individual investment strategies, financing solutions, and wealth preservation plans for private clients
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
Holistic financial planning, securities and investment advisory, financing and pension solutions, client relationship management, sales orientation
Preferred skills
Bank specialist qualification (Bankfachwirt), further training in wealth management
Technologies
Digital advisory tools, online platforms
Responsibilities
Advise clients on securities and investments, develop individual wealth building strategies, manage existing client portfolios, generate new business through referrals, provide advice via personal, telephone, and digital channels