Job offer
The job title could not be extracted as it was not explicitly stated.
The Frankfurter Bankgesellschaft Group is seeking a qualified specialist to organize and manage customer relationships, develop investment strategies, and assist in acquiring new customers. The position requires several years of experience in portfolio management and a successfully completed banking qualification.
Tasks
- Organization and support of new and existing customer relationships
- Development of individual investment strategies and portfolio analyses with portfolio management
- Supporting acquisition specialists in the context of large mandates and tenders
- Support in acquiring and activating new savings banks for intensive cooperation
- Preparation and execution of VIP events, private banking events, donations, and customer events, as well as work shadowing appointments
- Consulting within the legal regulations (WpHG, MaBuV, MiFID), the compliance capital market regulations, and the GwG of the BaFin
- Maintaining contact with the decision-makers at the savings banks
Requirements
- Successful completion of banking training, obtained through an excellent degree in economics with a focus on banking and stock exchange, as well as many years of professional experience in securities, if possible.
- Several years of successful work in the portfolio management segment at a bank
- Experience and proven success in investment, acquisition, and support of discerning clientele
- Availability at least on weekdays (including Saturdays) as well as special funds and the company's own investments
- Experience and sustained success in customer and sales consulting and in the securities business
- Strong customer and service orientation and understanding of IEBB, as well as in-depth knowledge of the S-Finanzgruppe's asset management business
- Comprehensive understanding and knowledge of savings bank structures
We offer
No explicit benefits mentioned.Job details
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