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Kundenberater*in Private Banking Deutschland (ohne Business Case) - Suissetalent

Kundenberater*in Private Banking Deutschland (ohne Business Case)

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Für unsere Kundin, eine Privatbank mit Investmentstrategien welche auf Sicherheit, realistische Ziele und höchste Transparenz setzt, suchen wir eine*n Kundenberater*in Private Banking Deutschland.

Ihre Aufgaben im Wesentlichen:

Betreuung und Weiterentwicklung eines eigenen Portfolios vermögender Privatkunden aus Deutschland

Umfassende Beratung Ihrer Kundschaft in allen Vermögensfragen (Anlage, Strukturierung, Nachfolgeplanung etc.)

Aktive Gewinnung neuer Kunden über bestehendes Netzwerk der Bank

Zusammenarbeit mit internen Experten aus den Bereichen Investment, Recht, Steuern und Finanzierung

Sicherstellung der Einhaltung gesetzlicher und interner Vorschriften, insbesondere im grenzüberschreitenden Geschäft

Marktbeobachtung und Identifikation von Potenzialen für neue Geschäftsmöglichkeiten

Ihre Qualifikationen

Fundierte Erfahrung im Private Banking Deutschland Offshore

Solides Wissen über Finanzinstrumente sowie steuerliche und regulatorische Rahmenbedingungen im grenzüberschreitenden Beratungsgeschäft

Unternehmerische Denkweise, ausgeprägte Kundenorientierung und hohe Abschlussstärke

Deutsch und Schweizerdeutsch

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General Information

Winterthur

Posted today

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