Befektetési tanácsadó állások, munkák pénzügy, könyvelés területen

• banki termékek és szolgáltatások személyre szabott proaktív értékesítése
• lakossági ügyfelek kiszolgálása
• ügyfeleink pénzügyi kultúrájának fejlesztése
• fogyasztási hitelezési és befektetési termékekhez és szolgáltatásokhoz kapcsolódó ügyletek lebonyolítása
• pénzügyi tanácsadás portfólió kialakítása

You will facilitate the internal decision-making process (Stage Gate – the international best practice process for capital decision making), and contribute to the continuous review and improvement of this process in order to streamline the decision making;...

Fully leverage and further develop critical business skills including quantitative and qualitative analysis, project management, communications, stakeholder management and leadership in a high-functioning team environment....

Screening and reviewing credit investment opportunities, focussing on private credit fund investments, with responsibility for risk evaluation....

Preparation and development of investment decisions and multi‑asset strategies for the team, including the creation of decision templates and presentations with a focus on liquid asset classes (equities, fixed income, money market instruments, funds/ETFs, options, securitisations) and alternative...

Preparation and development of investment decisions and multi‑asset strategies for the team, including the creation of decision templates and presentations with a focus on liquid asset classes (equities, fixed income, money market instruments, funds/ETFs, options, securitisations) and alternative...

• Development and maintenance of quantitative tools to identify investment opportunities
• Development and backtesting of investment strategies with goal of creating alpha
• Close cooperation with portfolio managers in the daily steering of portfolios

• Assist in the development of strategic plans for individual clients, outlining a service plan and cross selling opportunities, and prospects
• Partner with team members to coordinate prospect pitches, product presentations, and requests for proposal

• 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

• 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

• Contribute to investment analysis and decision proposals for the top management
• Support in steering the investment portfolio and implementing asset allocation
• Assist in day-to-day investment decisions, projects and ad-hoc requests
• Further enhance analysis methods, tools and reporting standards