Wealth Advisor Jobs in Germany

Ihre Aufgabengebiete:Als Junior Advisor / Analyst (w/m/d) wirken Sie bei der Betreuung und Weiterentwicklung anspruchsvoller Mandate im Wealth Management mit. Zu Ihren Kernaufgaben gehören:Vor- und Nachbereitung von Beratungsgesprächen und Kundenterminen einschließlich Erstellung von Gesprächsunterl...

This internship is in the Investment Management team and focuses on our Scalable Wealth robo-advisor offeringSupport strategic projects to continuously improve Scalable Wealth our digital ETF-based wealth management solutionAssist portfolio managers in maintaining our existing investment strategies...

The Wealth Advisor role is all about building relationships and following through with sales opportunities while providing superior client service; always putting clients first. You will be working alongside your Lead Advisor with a variety of tasks including but not limited to logging notes from th...