Betreuer (m/w/d) Private Banking
Core
Advise wealthy private and selected corporate clients on all banking matters, including wealth management, real estate, and generational planning.
Role type
Senior Private Banking Advisor
Builds
Long-term client relationships and comprehensive financial solutions
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Wealth management, real estate advisory, generational planning, client relationship management, sales and communication
Preferred skills
Advanced banking qualifications, relevant further education or degree
Technologies
Banking software, investment platforms
Responsibilities
Advise clients on investment, securities, and wealth management; build intensive long-term personal relationships; serve as the primary contact for all client banking matters
Seniority
Senior, hands-on IC