Portfolio Management Specialist (m/w/d) sought!

We are looking for engaged portfolio management specialists (m/w/d) who would like to accompany wealthy clients in developing individual investment strategies.

The apoBank is the leading special bank for academic healthcare professionals in Germany and accompanies doctors, dentists, and pharmacists as well as other healthcare professionals throughout all stages of their financial lives – from startup financing to wealth building and succession planning.

Tasks

• Comprehensive wealth counseling for clients with individual and pronounced securities consulting needs (stocks, funds, ETFs)
• Development of life phase-oriented wealth strategies as well as creation of individual investment concepts corresponding to the personal goals and risk profiles of clients
• Maintenance and further development of the largest and growth-strongest portfolios as well as elaboration of tailored solutions in the portfolio management models Wealth Management, Advisory Mandate, and Advisory Portfolio
• Closely working together with Private Banking for comprehensive client care and continuous review and optimization of existing wealth strategies

Qualification

• Degree in banking or related field, ideally further education as a bank business administrator or equivalent
• Multiple years of professional experience in counseling wealthy clients with a focus on securities consulting
• Sovereign and competent demeanor
• Necessary expertise according to § 1 WpHGMaAnzV

Benefits

• Pension scheme and wealth-related benefits
• Urban Sports Club, job bike, and discounts through Corporate Benefits
• Leasing offers: tax advantages when renting electric appliances for private use
• Kita places in Düsseldorf and nationwide family service for childcare and care of relatives
• Health voucher: €120 per year for sports and health services
• Work-Live-Platform: live workshops and videos on nutrition, exercise, and mental well-being
• External counseling (EAP): professional support in difficult professional or private situations
• Monthly allowance for public transportation, Uber, taxi, e-scooter, or fueling
• Firm-owned cars for non-tariff employees as well as company parking spaces

We're already looking forward to getting to know you!

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