Investor Relations Associate

Taylor Financial Recruitment Ltd; Frankfurt; Vor Ort; EUR 72.000; Vollzeit

Zusammenfassung

A leading financial services firm in Frankfurt is seeking a Portfolio Manager to manage high-net-worth client relationships worth €100-150 million. This role offers extensive training and personal development, focusing on understanding client investments and providing tailored advice. Candidates should be eager to learn about wealth management and build relationships with affluent clients.

Leistungen

Health care and pension

Continuous training

Relocation package

Qualifikationen

• Strong ability to manage high-net-worth client relationships.
• Willingness to learn advanced finance through training.
• Capability to communicate effectively with clients.

Aufgaben

• Manage high-net-worth AV client relationships.
• Advise clients on their financial positions.
• Engage in continuous training and personal development.

Kenntnisse

Understanding of wealth management

Client relationship management

Advanced finance knowledge

Jobbeschreibung

Overview

1st Year OTE 72k

Due to recent growth, we are currently recruiting Portfolio Managers to work in our offices in Frankfurt and to join one of the largest Wealth Managers in the world. We offer a bespoke service to high-net-worth individuals and institutions looking for an alternative method of investing.

The Opportunity

Through hands-on training and mentorship, your personal development is exponential. Surrounded by motivated professionals, you will grow you skills, build relationships with your client base and create your unique career path.

The Day-to-Day

• Gaining an understanding of wealth management in Germany, How do people invest their money? What do they invest it in?
• Manage high-net-worth AV client relationships with approximately €100-150 million in assets in aggregate
• Speak to High net worth investors to understand their financial position and suggest relevant next steps
• Gain advanced finance, capital markets and insurance education through our training and mentoring program

Benefits

• Health care and pension
• There will be continuous training available
• Relocation package