Workwise GmbH | Germany | 81xxx, 80xxx, 86xxx Landsberg am Lech, München | Permanent position | Full time / Home office | Published since: 19.06.2025 on stepstone.de
Asset Manager - Client Advisory / Portfolio / Home Office (m/w/d)
We are a company that has been above average successful on the market since 2000 and its Customers professional, competent and independent in the field of asset consulting and asset management supervised. JOBV1_EN
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Your tasks • Your profile • What we offer
We are a company that has been above average successful on the market since 2000 and its Customers professional, competent and independent in the field of asset consulting and asset management supervised. You build your customer portfolio They advise holistically, needs-oriented and sustainable in the upscale private customer segment, for foundations or institutional investors They develop as a contact person of our customers:inside investment proposals oriented exclusively to customer needs You recognize customer potentials and advise at eye level with high personal empathy They create long-term customer satisfaction
You have a completed training as a bank clerk (m/w/d) with further education in the field of securities or an economic studies, as well as relevant professional experience in private banking They are inspiring to advise customers on fair and partnership You are looking forward to building and maintaining networks They have a strong regional connection with good networking
30 days off Free drinks A good salary Success-dependent supplements Flexible working hours Personal training Independent advice of customers (no product sales) JOBV1_EN
Company location
Location
![]() | Workwise GmbH | |
Landsberg am Lech, München | ||
Germany |
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