Berater Private Banking (w/m/d)
Hybrid
Core
Holistic wealth management and sustainable asset strategy development for high-net-worth individuals and corporate clients.
Role type
Senior Private Banking Manager
Builds
Sustainable wealth strategies and long-term client relationships
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Wealth management, asset allocation, succession planning, tax planning, financial mathematics, client acquisition, portfolio management
Preferred skills
CFP, CFA, Bankfachwirt, Bankbetriebswirt
Technologies
None stated
Responsibilities
Develop individual investment strategies, manage existing client portfolios, identify investment opportunities, acquire new high-net-worth clients, coordinate with corporate banking and investment specialists, conduct client meetings
Seniority
Senior, hands-on IC