HAPEKO Deutschland GmbH | Germany | 81xxx, 80xxx München | Permanent position | Full time / Home office | Published since: 14.05.2025 on stepstone.de
Investment Advisor (m/w/d)
Our client is one of the TOP 50 asset management companies with Bafin approval in Germany and has been successfully operating as a medium-sized company on the market for over 20 years. Due to independence, a wide range of deposit banks (also in Switzerland) and a good value for money, our client creates long-term and sustainable partnerships with wealthy private customers, institutional customers and foundations.
Do you have experience in asset consulting and interest in developing a partnership of ground and successful asset consulting in the long term? Then we look forward to your application. [TOR/11166]
With more than 20 locations, HAPEKO is the first address for professionals and managers in Germany. The focus of activity is the creation of long-term links. JOBV1_EN
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Your tasks • Your profile • What we offer
Our client is one of the TOP 50 asset management companies with Bafin approval in Germany and has been successfully operating as a medium-sized company on the market for over 20 years. Due to independence, a wide range of deposit banks (also in Switzerland) and a good value for money, our client creates long-term and sustainable partnerships with wealthy private customers, institutional customers and foundations.
Do you have experience in asset consulting and interest in developing a partnership of ground and successful asset consulting in the long term? Then we look forward to your application. [TOR/11166]
With more than 20 locations, HAPEKO is the first address for professionals and managers in Germany. The focus of activity is the creation of long-term links. You take responsibility for individual support and development of asset portfolios of private customers, foundations and institutional investors You analyze the financial situation and the goals of your clients and develop customized investment strategies and financial strategies They provide comprehensive advice on asset planning, asset building, insurance and pension Portfolio management is one of your tasks as well as continuous monitoring of performance
Completed studies with a focus on finance, controlling, finance, accounting or commercial training as a banking businessman or a banking businesswoman with further training in securities Certification as CFA or CFP is advantageous Professional experience in asset consulting and an existing and resilient client base in private banking Knowledge of financial markets and investment instruments Experience in building a sustainable customer base and supporting existing customers Excellent communication capability
An excellent salary model with fixed and season commission Unlimited merit opportunities A very grounded, friendly and family, successful and helpful team with high consulting continuity and low fluctuation Valuable and very respectful handling High personal flexibility, flexible working hours, home office, choice between 2 locations: Munich (center) or Landsberg am Lech challenging projects and the possibility to develop your expertise Training and professional development in a partnership are possible JOBV1_EN
Company location
Location
| HAPEKO Deutschland GmbH | |
| München | ||
| Germany |
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