International Private Bank, Client Advisor, Germany, Associate (all genders)
On-site · Frankfurt am Main, Hesse, Germany
Job Summary
Client Advisor in International Private Bank (Frankfurt am Main, Germany) responsible for generating new assets and retaining clients by delivering holistic wealth management solutions. Lead advisory across investments, banking, trust services, and financial planning; manage client relationships, understand goals, develop tailored asset allocation and investment plans, and coordinate with internal specialists to provide interdisciplinary expertise while adhering to risk and control policies. Strong focus on proactive business development, wealth planning opportunities, and delivering an exceptional client experience through clear communication, credible presentation, and an established professional network.
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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