University Graduate – Portfolio Specialist 100% (f/m/d)
Core
Support portfolio advisory quality and recurring revenues for Advice Premium clients through asset allocation inputs, risk review, and scalable process development.
Role type
Graduate Portfolio Specialist (Wealth Management)
Builds
Scalable portfolio analysis processes and conviction Buy/Sell idea databases for Relationship Managers
Domain
Wealth Management / Asset Allocation
Deliverable
product features
Required skills
Asset allocation analysis, portfolio risk review, database management, presentation material generation, stakeholder collaboration
Preferred skills
Initial practical experience in Asset Class/Product or Portfolio Management, fluency in additional languages
Technologies
None explicitly stated
Responsibilities
Review and rebalance Advice Premium client portfolios collaboratively with specialists and Relationship Managers; Develop scalable processes to analyze client portfolios efficiently; Maintain a database of conviction Buy and Sell recommendations; Update knowledge on Bank Research and CIO views; Generate presentation materials for client discussions