Investmentberater Österreich (m/w/d)
Core
Act as a spokesperson for customers, collaborating with international portfolio management and sales directors to provide best-in-class service through a transparent fee structure without additional product sales.
Role type
Senior IC investment advisor
Builds
Long-term client relationships and portfolio management strategies
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Capital markets knowledge, Securities trading knowledge, Client relationship management, Service orientation, English fluency
Preferred skills
Bank clerk training or higher education in financial services, 2+ years experience managing own client portfolio
Responsibilities
Long-term care of a personal client base in the premium private and corporate sector, Building and expanding a trusting relationship with customers, Regular exchange on financial and capital market topics with customers, Proactive communication of investment strategies and portfolio rebalancing to customers