Investmentberater (m/w/d)
Core
Act as a spokesperson for clients, collaborating with international portfolio management and sales directors to provide best-in-class service without additional product sales.
Role type
Senior IC investment advisor
Builds
Long-term client relationships and portfolio management strategies
Domain
Wealth management / Private banking
Deliverable
client delivery
Required skills
Capital markets knowledge, securities expertise, client relationship management, proactive communication, financial strategy communication
Preferred skills
University degree in financial services, fluent English
Technologies
None stated
Responsibilities
Manage a dedicated portfolio of high-net-worth private and corporate clients, build trust-based relationships, exchange regularly on financial and capital market topics, proactively communicate investment strategies and portfolio rebalancing
