Job offer
Expert* Portfolio Advisory
BTV V'ier Länder Bank AG is looking for a Portfolio Advisory Expert to support and guide clients in the areas of securities advice and analysis. The position includes maintaining customer relationships, analyzing capital markets and company key figures as well as actively advising customers on recommendations for their securities portfolios.
Job description
Expert* Portfolio-Advisory (all genders)Tasks
- You maintain your network internally with the private banking and corporate client advisors or other divisions and externally with clients.
- You are in constant contact with your direct colleagues in Munich and Innsbruck and are regularly on site with your direct expert colleagues in Innsbruck.
- You continuously monitor the capital markets, analyze company key figures, economic statistics and industry trends and actively advise your clients on recommendations for their securities accounts.
- You are familiar with Bloomberg and performance tools.
- You accompany customer appointments, events and presentations to acquire new customers and maintain existing ones.
Requirements
- Completed business studies and/or banking training, further training such as CFA or CEFA is an advantage.
- At least 5 years of experience in securities management and analysis in the classic asset classes, especially equities.
- Strong capital market knowledge and interest in economic developments.
- High level of communication skills, initiative and enjoy working with advisors and private banking clients.
- Very good knowledge of English and a confident, convincing manner.
- Ability to work in a team, accuracy and a high sense of responsibility.
We offer
- A performance-oriented salary system.
- A varied working environment.
Job details