• Proactive advice and support for our internal Relationship Management (Portfolio Advisory) or the client (Active Advisory) with regard to all investment products in all asset classes
Independent preparation of comple
• , customised investment proposals across all asset classes and for various client segments
• Ongoing further development of the service as well as proactive development and implementation of innovations to improve processes
• Carrying out portfolio analyses and managing portfolio advisory mandates
E
• perience in the quantitative recording and evaluation of equities and deriving an investment selection in line with the specifications
• Responsibility for advisory-related projects, tools and methods
Preferred contact person for RMs for investment and product questions as well as in the contet of client meetings for the acquisition of new clients or for reporting to e
• isting clients
• Advice on portfolio optimisation
Preparation of investment proposals in the conte
• t of research-based product solutions
• Collaboration in cross-divisional projects and committees

• At least Bachelor’s degree in finance, economics, business administration, or a related field. Equivalent knowledge and skills will be considered. Advanced degree (MBA, CFA, CEFA, CIIA, CPM) preferred
Minimum of appro. 10 years of e
• perience in Advisory and/or Portfolio Management or a similar role within the financial services industry
• In-depth knowledge of financial markets, investment strategies, ideally in the field of shares
Securities e
• pertise across all asset classes
• Very good knowledge of private banking products, financial markets and regulations
• Strong analytical skills
E
• cellent communication and interpersonal skills
E
• cellent communication skills in German and English, knowledge of any other foreign language is an advantage
• Ability to work independently and as part of a team in a fast-paced environment
• High ethical standards and a commitment to integrity and professionalism

Do you feel addressed? Then simply fill out the online application. We look forward to getting to know you.

Sandra Graf