**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 immediate colleagues in Munich and Innsbruck and regularly visit your direct teams of experts in Innsbruck.
• As part of our team, you will give employee presentations on product management relating to the service portfolio advisory.
• You instruct, 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 will accompany customer appointments, events, and presentations to acquire new customers and maintain existing customer relationships.

Requirements

• Completed degree in economics and/or banking training; advanced training such as CFA or CEFA is an advantage.
• At least 5 years of experience in securities consulting and analysis in traditional assets, particularly equities.
• Strong capital market knowledge and interest in economic developments.
• High level of tribatz expertise, initiative, and enjoyment of 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.