Senior Wertpapierspezialist (m
Core
Senior securities specialist providing advisory management, portfolio construction, and investment execution for private banking clients.
Role type
Senior IC securities specialist (advisory & portfolio management)
Builds
Client portfolios (stocks, bonds, other assets, liquidity) and active investment mandates
Domain
Private Banking / Wealth Management / Capital Markets
Required skills
Capital market expertise, portfolio construction, strategic asset allocation, investment process management, client advisory, regulatory compliance, process development
Preferred skills
Bachelor/Master in Financial Management, strong process understanding, strategic thinking, client needs analysis
Technologies
Bank-standard EDV applications
Responsibilities
Acquire, advise, and support assigned advisory clients; Execute independent, coordinated investments based on timing and controlling; Manage asset allocation across client portfolios; Develop investment ideas and best-practice management; Participate in capital market calls and ad-hoc discussions; Contribute to the development of structured advisory processes.