Private Banking Berater (m/w/d)

Onsite Ulm

private banking

arbeitnow

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Job description

You will manage and expand a portfolio of wealthy private and institutional clients in Ulm. The role involves providing comprehensive investment advice and developing long-term client relationships.

Details

Ulm, work from office
Unbefristete Festanstellung
Mehrjährige Erfahrung als Private Banking Berater oder vergleichbar erforderlich
Fundierte Kenntnisse im Wertpapier- und Anlagegeschäft erforderlich

The work

Manage an existing client portfolio and expand it in private banking
Provide holistic investment advice to wealthy private and institutional clients
Acquire new clients and develop long-term relationships
Ensure regulatory compliance in client consultations