Berater (m/w/d) Private Banking
Core
Provide holistic investment and securities advice, pension planning, and estate planning to high-net-worth private clients.
Role type
Private Banking Advisor
Builds
Investment portfolios and financial plans for wealthy 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, digital channel proficiency
Technologies
Digital banking channels
Responsibilities
Conduct high-level investment and securities advice, provide pension and estate planning, manage client portfolios, advise clients in branches or via digital channels