Spezialist im Portfoliomanagement (m/w/d) #10364
HybridKöln, North Rhine-Westphalia, Germany
Köln, North Rhine-Westphalia, GermanyHybridFull Time
Full Time
Job Summary
Conduct holistic wealth advisory for affluent clients requiring individual securities advice in stocks, funds, and ETFs. Develop life-stage-oriented wealth strategies and tailor investment concepts to personal goals and risk profiles. Manage and grow the largest and fastest-growing accounts while designing customized solutions across wealth management, advisory mandate, and advisory deposit models. Collaborate closely with Private Banking for comprehensive client care and continuously review and optimize existing investment strategies.
Required Qualifications
- Ausbildung zum Bankkaufmann
- Weiterbildung zum Bankbetriebswirt
- bankbezogenes Studium
- Mehrjährige Berufserfahrung in der Beratung vermögender Kunden
- Schwerpunkt im Wertpapierbereich
- Souveränes und kompetentes Auftreten
- Erforderliche Sachkunde nach § 1 WpHGMaAnzV
Desired Qualifications
- individuellen und ausgeprägtem Wertpapierberatungsbedarf (Aktien, Fonds, ETFs)
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