Investment Advisor

Job description

Function As a junior investment advisor, you will support senior advisors and learn to professionally guide clients. You combine financial knowledge with client guidance and build experience in the sector. What you do: Support in managing investment portfolios . Assist in pension and succession planning . Collaborate on advice conversations under the guidance of senior colleagues. Report and maintain administrative files. Contribute to solutions and improvements...

Required skills

portfolio management investment succession planning financial knowledge pension planning client guidance

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