Responsibilities:
Supporting portfolio management for private wealth management
- Implementation of investment decisions in customer deposits
- Assisting client care with Senior PMs
- Maintenance of sample deposits
- Monitoring of capital markets
- Participation in the acquisition of new customers
- Preparation of needed documents and contracts for clients
- Client facing role
Requirements:
- Completed University Degree and/or Bank Education
- Strong knowledge and understanding of capital markets
- 2+ years experience in a bank, custodian or asset management firm advantageous
- Great interest in customer contacts
- Safe handling of current, common MS Office applications
- Independent way of working and interest in the further development of processes
- Comfortable/full professional handling of German, English is a plus
- Drive and commitment for success
