Werkstudent (m/w/d) - Private Wealth Management Berlin
Core
Support high-net-worth private clients, family offices, and foundations in acquisition, portfolio analysis, and investment concept development.
Role type
Junior IC private wealth management associate
Builds
Client acquisition, portfolio analysis, and investment concepts for high-net-worth individuals and institutions
Domain
Banking / Private Wealth Management
Deliverable
client delivery
Required skills
Client acquisition, portfolio analysis, investment concept development, research, presentations, project management
Preferred skills
Economics or law degree with finance focus, MS Office, analytical thinking
Technologies
MS Office
Responsibilities
Support customer acquisition and outreach to high-net-worth clients, family offices, and foundations; Conduct customer portfolio analyses and holistic planning of client relationships; Create target customer research, client presentations, and investment concepts; Prepare for and follow up on customer initiatives; Execute organizational, procedural, and project-related tasks.
Seniority
Student / Junior