Kapitalmarktexperte/ Wertpapierspezialist (m/w/d)
Core
Central subject matter expert for complex securities and capital market topics supporting Private Banking advisors and high-net-worth clients with investment decisions.
Role type
Senior IC securities specialist (capital markets)
Builds
Individual investment and wealth strategies, actionable investment ideas, and portfolio solutions for private banking clients
Domain
Banking / Wealth Management / Capital Markets
Required skills
Securities and capital markets expertise, portfolio management, regulatory compliance in securities trading, market analysis, investment strategy development
Preferred skills
Private banking experience, high-net-worth client advisory, knowledge of individual securities and complex investment products
Technologies
None stated
Responsibilities
Support advisors with complex securities and investment decisions, develop individual investment and wealth strategies, analyze capital markets to derive investment ideas, accompany strategy and performance discussions, observe market and regulatory developments, contribute to the development of the securities business
Seniority
Senior, hands-on IC