International Private Bank, Client Advisor - Executive Director, Munich, Germany (all genders)
On-site · Munich, Bavaria, Germany
Job Summary
Executive Director, International Private Bank Client Advisor leads new client acquisition and retention, advising on balance sheet management, asset allocation, and holistic wealth solutions. Builds trusted relationships with high-net-worth clients, coordinating with internal specialists to deliver interdisciplinary investments, banking, trust services, and wealth planning. Responsibilities include generating business results, acquiring assets from both existing clients and new sources, advising on investment strategy and portfolio construction, ensuring solutions meet short- to long-term objectives, and adhering to risk, control policies and regulatory guidelines. Requires excellent communication, organizational skills, and the ability to collaborate with fellow Client Advisors to maximize team performance.
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
Desired Qualifications
- Chartered Financial Analyst (CFA) is a plus
- Asset allocation / multi asset class portfolio or sales experience is favorable
- Ability to thrive in an internal culture that values innovation, customer service, internal partnership and entrepreneurship
- Strong reputation with an established network
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