Junior-Finanzberater (m/w/d)
Core
Support financial advisors in daily wealth management operations, including client asset analysis, order execution, and portfolio administration.
Role type
Junior financial operations specialist (wealth management)
Builds
Client portfolios and investment strategies
Domain
Financial services / Wealth management
Required skills
Asset analysis, order execution, portfolio administration, reporting, MS Office proficiency, German (fluent)
Preferred skills
Experience in financial services sector, passion for passive investing
Responsibilities
Support financial advisors in daily wealth management tasks, capture and analyze client asset situations, execute buy/sell/rebalancing orders, maintain client data and portfolios in management software, create reports and marketing materials
Seniority
Junior, entry-level with potential for client responsibility after 24-36 months