Junior Berater (m|w|d) in Augsburg
Core
Junior consultant supporting high-net-worth client families with investment solutions, real estate investments, and asset optimization.
Role type
Junior Investment Consultant
Builds
Investment solutions and asset management strategies for private client families
Domain
Private Banking / Wealth Management / Real Estate
Required skills
Investment analysis, Real estate evaluation, Financial modeling, Regulatory compliance documentation, Client relationship management, Strategic asset optimization
Preferred skills
Private Equity experience, Banking environment experience, Advanced Excel skills, IT affinity
Technologies
MS Office (Outlook, Excel)
Responsibilities
Support high-net-worth client families, Develop and implement investment solutions, Ensure regulatory documentation compliance, Analyze liquid and illiquid investments, Facilitate negotiations with business partners, Propose business model improvements
Seniority
Junior, hands-on IC