University Graduate – Portfolio Specialist 100% (f/m/d)

Tasks

• Developing Inputs from an Asset Allocation Perspective
• Review of individual positions to identify risks and opportunities, taking into account the perspectives of the Global Asset Class Specialists and leveraging the value chain
• Support in scaling portfolio actions based on recommendations from the Global Asset Class Specialists
• Providing a more standardized advisory experience for Advice Premium clients and helping to retain their assets with the bank
• Collaborate with Global Asset Class Specialists and Relationship Managers to plan and rebalance Advice Premium client portfolios
• Development of a scalable process for the efficient analysis of Advice Premium client portfolios
• Development and maintenance of a database of compelling "buy" ideas and a list of "sell" recommendations
• Update on changes to the bank's Research and CIO views
• Preparation of presentation materials (supplementary information, charts, tables, etc.) for relationship managers to use in discussions with their clients

Requirements

• Master's degree from a university or university of applied sciences with above-average grades in Banking & Finance (degree earned approximately 12 months ago)
• Initial practical experience in asset class/product or portfolio management
• A passion for wealth management and the desire to create value beyond just assets

We offer

• Tailored career paths: Developing expertise in your chosen field, as well as personal and professional growth
• Global Perspective: Gaining International Experience and Collaborating with Diverse Teams
• Community & Mentoring: Learn from industry leaders and colleagues, and gain access to a strong network
• Meaningful Work: Contribute to projects that make a real difference from day one