Portfolio Advisory Expert (all genders)

Job description: Portfolio Advisory Expert (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 teams in Innsbruck. You will be responsible for employee presentations for product management relating to the Portfolio Advisory range of services. Especially at the beginning, your stays in Innsbruck may also take up more time.
• 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 portfolios. You are familiar with Bloomberg and performance tools.
• You accompany customer appointments, events and presentations to acquire new customers and maintain existing customers.

Requirements

• Completed business studies and/or banking training, in-depth training such as CFA or CEFA is an advantage
• At least 5 years of experience in securities consulting and analysis in traditional assets, especially equities
• Strong capital market knowledge and interest in economic developments
• High level of team competence, initiative and enjoyment of working with advisors and private banking clients
• Very good command of English and a confident, convincing manner
• Ability to work in a team, geniality and a high sense of responsibility

We offer

• A performance-oriented salary system
• A varied working environment