Expert*Portfolio-Advisory

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 will be in constant contact with your immediate colleagues in Munich and Innsbruck and will regularly visit your direct expert colleagues in Innsbruck. You will give employee presentations on product management relating to the Advisory service portfolio. Especially at the beginning, your stays in Innsbruck will take up more time as often 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 will accompany customer appointments, events, and presentations to acquire new customers and maintain existing ones.

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 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

You can find our additional services on our website.