Wertpapiermanager (m/w/d)
Core
Co-manage private banking clients and sell proprietary wealth management strategies.
Role type
Senior Private Banking Specialist (Securities & Capital Markets)
Builds
Proprietary wealth management strategies and investment concepts
Domain
Banking / Private Banking / Capital Markets
Deliverable
client delivery
Required skills
Securities and capital markets expertise, structured investment concept creation, telephone and video advisory, asset acquisition, product selection, regulatory knowledge (WpHG)
Preferred skills
CIIA, CFP, CESGA, CAIA, CFA certifications
Technologies
ETFs, Certificates, Stocks, Bonds, Third-party funds
Responsibilities
Create and implement complex investment concepts, conduct strategic advisory on funds/ETFs/certificates/stocks/bonds, perform telephone and video consultations, acquire new assets and client connections, manage product selection, support House Opinion Committee sessions
Seniority
Senior, hands-on IC