Werkstudent* im Bereich Wealth Management - Düsseldorf
Core
Support the Düsseldorf branch of a private bank by conducting research on companies, foundations, and family offices, preparing client meetings, and assisting in the creation of investment proposals and presentations to acquire new wealth management clients.
Role type
Working Student, Wealth Management Support
Builds
Investment proposals, client presentations, and acquisition support for new clients
Domain
Banking / Wealth Management
Deliverable
product features
Required skills
Financial statement analysis, corporate research, MS Office, client communication
Preferred skills
Prior experience in banking or financial services, organizational skills, flexibility