International Private Bank, Client Advisor - Executive Director, Hamburg, Germany (all genders)
On-site · Hamburg, Hamburg, Germany
Job Summary
Executive Director-level Client Advisor in International Private Bank based in Hamburg, Germany. Responsible for leading new client acquisition and retention by applying expertise in investments, banking, trust services and financial planning to deliver comprehensive wealth-management solutions. Generates business results through new assets from existing clients and new relationships; advises on balance sheet management, including asset allocation, investment management, wealth planning, credit and banking needs; partners with internal specialists to provide interdisciplinary support; develops holistic, goal-based investment plans; ensures compliance with risk and control policies; collaborates with fellow Client Advisors to maximize team strength and achieve goals. Key capabilities include senior-level relationship management, strategic advisory across asset allocation and portfolio construction, strong presentation and networking skills, and a proven track record with high net worth individuals.
Required Qualifications
- Significant experience in Private Banking working with high net worth individuals or related fields within financial services
- Previous business development experience with knowledge in profiling, negotiation and asking for referrals proactively
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
- Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities
- Strong reputation with an established network
- Asset allocation / multi asset class portfolio or sales experience is favorable
- Chartered Financial Analyst (CFA) is a plus
- Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
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