Berater Private Banking (w/m/d)
Core
Provide holistic wealth management and sustainable investment strategies for high-net-worth individuals and corporate clients.
Role type
Senior Private Banking Manager
Builds
Sustainable investment portfolios and long-term wealth strategies for affluent clients
Domain
Banking / Wealth Management
Required skills
Wealth management, investment strategy, tax planning, financial mathematics, client relationship management, corporate banking coordination
Preferred skills
CFP, CFA, Bankfachwirt, Bankbetriebswirt, regional market network
Technologies
Capital markets instruments, securities, wealth planning tools
Responsibilities
Develop individual investment strategies based on client goals and risk profiles, manage and grow existing client portfolios, identify new investment opportunities, coordinate corporate client wealth matters, conduct client meetings and maintain long-term relationships
Seniority
Senior, hands-on IC