Privatkundenberater (m/w/d)
Core
Private banking advisor providing holistic wealth management and financial planning for high-net-worth individuals (up to €7,500 net monthly income).
Role type
Senior Private Banking Advisor
Builds
Sustainable wealth accumulation strategies and financial security solutions for private clients
Domain
Banking and Wealth Management
Required skills
Private banking advisory, investment portfolio management, financial planning, client relationship management, sales and business development, multi-channel communication (in-person, phone, digital), strategic asset allocation
Preferred skills
Bank specialist qualification (Bankfachwirt), advanced financial certifications
Technologies
Digital advisory tools, modern sales and service platforms
Responsibilities
Advise clients on securities and investments, develop financing and pension solutions, create individual wealth building strategies, manage existing client portfolios, generate new business through referrals
Seniority
Mid-Senior, hands-on IC