(Junior) Wealth Management Advisor Düsseldorf

Support experienced PWMs in client servicing including onboarding into proprietary banking systems Familiarize yourself with and secure existing portfolios and gradually build up/take over the client portfolio to be managed

Support experienced PWMs in client servicing including onboarding into proprietary banking systems Familiarize yourself with and secure existing portfolios and gradually build up/take over the client portfolio to be managed

Completed banking apprenticeship and/or completed (technical) university degree in economics Relevant internships are an advantage Initial sales experience in direct client business / private banking is an advantage Very good German language skills, additional languages an advantage Expertise according to WPHG Basic understanding of regulatory requirements (KYC, AML, etc.) Knowledge of the financial industry and basic knowledge of asset classes: bonds, equities, funds, and wealth management Knowledge of money markets, interest rates, and currencies Enjoyment and pleasure in dealing with clients and cooperation partners