Expert*Portfolio-Advisory

Job description

Tasks

• You maintain your network internally with 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 will therefore take on your tasks in product management relating to the service portfolio advisory. Especially at the beginning, your stays in Innsbruck will take up as much time as possible.
• 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 for new customer acquisition and existing customer care

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 consulting and analysis in traditional assets, especially equities
• Strong capital market knowledge and interest in economic developments
• High level of communication skills, 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, accuracy and a high sense of responsibility

We offer

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