Vice President
vor 2 Wochen
Private Banking Vice President
Reporting to the Chairman of the board
**Your Tasks**
- Keep a close eye on how client accounts are performing to make sure they are fulfilling the needs, risk tolerance, and market circumstances of the clients. It is crucial that all daily front office chores are completed on time and accurately.
- Identify Clients: You are in charge of finding possible new clients and forming connections with them with the aim of managing their wealth. In order to establish a good connection between UHNW clients and the bank from a cost, profitability, and regulatory viewpoint, it is important to comprehend clients' financial situations.
- Client Consultation and Advice: Work with the customers to address their financial requirements and objectives. Provide customers with proactive advice and consultation while outlining the many financial services and investment possibilities accessible. collaborating with others and routinely reaching out to potential clients at events, meetings, and visits.
- Research Investment Options: Need to be well informed of market conditions and do plenty of research to determine market opportunities and to meet division targets. Staying abreast of current events like economic and market news. Maintain know?ledge and understanding of appropriate legislation and regulations affecting banking and customer interaction to ensure that all transactions are fully in-line with the regulatory framework. Consulting with associates within the bank in respect to the internal organization and the banking framework in Germany.
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