Advisors állások, munkák befektetési tanácsadó kategóriában

You'll be based in Frankfurt working in the A&S Mandate Specialists team advising German Wealth Management clients. We are a dynamic, open minded team that strives to provide best in class solutions for our clients. We work closely with client advisors, taking responsibility for sales and...

Responsibility for corporate M&A origination and execution central and northern Europe (focus Germany, Austria and UK): Identification and active approach (target sourcing) of potential targets (owners, family businesses, developers, operators)....

• Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
• Develop and prepare marketing presentations for prospective clients
• Analyze investment portfolios for risk and return characteristics
• Execute portfolio rebalancing and trades

• Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
• Develop and prepare marketing presentations for prospective clients that address equity, fixed income, and alternative investment components of asset allocation