There is no explicit job title in the text. The text describes a position in the field of wealth management, but no specific title is mentioned.

Tasks

- Assisting with the operational execution of securities transactions and the preparation of order processes - Collaborating on strategic projects to further develop the Advisory Desk, particularly in the areas of digitalization, process optimization, and client communication - Assisting with client events, savings bank presentations, and sales initiatives

Requirements

• Successful completion of a banking apprenticeship and/or a degree in economics with a focus on finance or business administration
• A strong interest in capital markets, stocks, asset allocation, and macroeconomic issues
• Initial practical experience in wealth management, asset management, advisory services, or private banking is a plus
• A solid understanding of capital market mechanisms, corporate analysis, and investment products
• Excellent knowledge of PowerPoint and Excel, particularly for creating professional presentations and analyses
• A structured, precise, and independent approach to work
• High standards of quality and a genuine enthusiasm for regulatory and documentation-related processes
• Strong ability to work as part of a team and a passion for close collaboration with consultants and internal stakeholders
• Very good written and spoken German and English skills
• A strong desire to grow both professionally and personally in the field of wealth management

We offer

• Sustainably successful business model
• High degree of independence and personal responsibility