Description
The Private Banking Advisor manages and develops a demanding client portfolio, advises customers on wealth management, retirement planning, financing, and protection or insurance, identifies individual potential, develops tailored financial solutions, acquires new customers through networking and referrals, collaborates with specialists, and maintains client data and documentation in accordance with regulatory requirements. The role offers an unlimited employment contract, flexible working hours, mobile work, vacation and bank holidays, professional development support, and additional benefits.
