Spezialist/-in für Investment (m/w/d)
Core
Develop long-term wealth strategies and select appropriate investment solutions for clients.
Role type
Investment Specialist (Financial Advisor)
Builds
Tailored investment strategies and client advisory services
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Investment funds knowledge, Securities knowledge, Capital markets knowledge, Analytical thinking, Digital advisory tools proficiency, MS Office proficiency
Preferred skills
None stated
Technologies
Digital advisory tools, MS Office
Responsibilities
Advise and support clients on investment products and strategies, Analyze markets and products, Develop and present customized investment concepts, Support implementation of investment decisions, Maintain and expand client relationships, Collaborate with internal departments and external partners