Private Banking Berater bis 250.000 Euro Anlagesumme (m/w/d)
Core
Provide comprehensive private banking advisory and wealth management services to private clients, entrepreneurs, and public institutions, developing sustainable asset strategies and building long-term relationships.
Role type
Private Banking Advisor (IC)
Builds
Individualized wealth management solutions, investment strategies, and financial planning for private clients.
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Private banking advisory, active sales, relationship management, financial planning, networking, solution development
Preferred skills
Bank training qualification (Bankfachwirt/in or Bankbetriebswirt/in), sales orientation, team collaboration
Technologies
Digital advisory tools
Responsibilities
Manage own portfolio of private banking clients, develop sustainable asset strategies, acquire new clients, expand existing client relationships, consult on asset allocation and risk management, collaborate with internal specialists for complex cases