Accompany clients with a minimum investment product net worth of 500,000 euros, adopting a holistic tailored approach to protect and grow their assets
Job Summary
Accompany clients with a minimum investment product net worth of 500,000 euros, adopting a holistic tailored approach to protect and grow their assets.
Develop the private banking client portfolio by providing advice on wealth management, estate planning, credit, and taxation, based on the personal situation, projects, and priorities of your clients.
Attract and convince new clients in the private banking segment by participating in public relations activities.
Matching Summary
Accompany clients with a minimum investment product net worth of 500,000 euros, adopting a holistic tailored approach to protect and grow their assets.