Private Banking Berater

About the role

The Private Banking Advisor will manage an existing client base while actively expanding their own portfolio. This role involves providing holistic investment and wealth management solutions to high-net-worth individuals and institutional clients. The advisor is responsible for developing long-term relationships, identifying business opportunities, and ensuring regulatory compliance.

Responsibilities

• Manage and expand a portfolio of high-net-worth and institutional clients
• Provide holistic advice on individual investment and wealth solutions
• Acquire new clients and identify business potential
• Develop and implement comprehensive investment strategies
• Build and maintain a regional professional network
• Ensure high-quality and regulatory-compliant advisory services

Required skills

• Private Banking
• Investment business
• Asset management
• Client acquisition
• Relationship management

Qualifications

• Completed vocational training as a bank clerk, investment fund clerk, or insurance and finance clerk
• Degree in economics or a related field
• Several years of experience as a Private Banking Advisor, Wealth Advisor, or Relationship Manager

Benefits

• Flexible working hours
• Home office options
• Permanent employment contract
• Central office location
• Competitive salary package
• Professional development opportunities