Investment Advisor

Job description

Job description As an Investment Advisor, you make an impact by providing professional advice on investments and wealth accumulation, for both small and large portfolios. You are the sparring partner who guides clients in important investment decisions and provides customized advice based on market insights and personal conversations. In this role, you will first receive extensive training and discover the product range. Afterwards, your independence will grow and you will build sustainable customer relationships yourself, whereb…

Required skills

financial planning portfolio management client relations investment advice market insights wealth accumulation

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