(Junior) Anlageberater (m/w/d)
Core
Advise individual customers independently on money investment and develop tailored investment strategies aligned with their life planning.
Role type
Junior investment advisor (banking)
Builds
Investment strategies and portfolio management for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Investment strategy development, customer relationship management, MS Office, German (fluent)
Responsibilities
Advise individual customers on money investment, develop tailored investment strategies, analyze key performance indicators, optimize processes