Private Banking Berater ab 250.000 Euro Anlagesumme (m/w/d)
Core
You manage a portfolio of private banking clients with assets of at least 250,000 EUR, developing sustainable wealth strategies and providing holistic financial advice.
Role type
Private Banking Advisor (IC)
Builds
Individual, long-term wealth concepts and investment strategies for high-net-worth individuals
Domain
Financial Services / Private Banking
Deliverable
client delivery
Required skills
Private banking experience, wealth management, portfolio management, real estate structuring, investment strategy, client relationship management
Preferred skills
CFP, Bankfachwirt, Bankbetriebswirt
Technologies
Digital consultation tools, online platforms
Responsibilities
Manage and develop existing client portfolios, provide advice on individual stocks and funds, offer real estate solutions, generate new mandates through client referrals, consult via personal, telephone, and digital channels
Seniority
Mid-Senior, hands-on IC