Portfolio Advisor (f/m/d)
Core
Independent management of advisory mandate clients, analysis and optimization of portfolios, and development of customized investment concepts for discerning private banking clients.
Role type
Senior IC Portfolio Advisor
Builds
Customized investment concepts and asset consolidations for private banking clients
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Portfolio management, Investment advisory, Financial analysis, Asset class expertise, Client relationship management, Networking with Relationship Managers
Preferred skills
CFA, AZEK, CIIA, CAIA certifications
Technologies
N/A
Responsibilities
Manage advisory mandate clients independently, Analyze and optimize client portfolios, Develop customized investment concepts, Support Relationship Managers in acquisition and retention discussions, Network with internal product specialists
Seniority
Senior, hands-on IC