Investmentberater (m/w/d)/ Investment Counsellor - Frankfurt

Investmentberater (m/w/d)/ Investment Counsellor - Frankfurt

Our client is a fast-growing and independent asset management company with the core task of achieving the long‑term financial goals of its clients. They have the vision of improving the investment landscape and building lifelong careers. The clear focus is on the interests of their clients, which we achieve through unparalleled service and continuous training and further education in all areas of international asset management.

Daily Business

• Long‑term support of our own customer base in the high‑end private and corporate customer sector
• Building a trusting relationship with customers
• Regular exchange of financial and capital market topics with customers
• Proactive communication of current investment strategies and portfolio restructuring to the customer

Your profile

• Solid professional experience in the service/customer environment, ideally with a financial services provider
• Good knowledge of the capital markets, ideally in the securities sector
• First‑class customer and service orientation
• Outstanding organizational talent and multitasking ability
• Performance‑related bonus (paid out twice a year)
• Travel allowance
• Vouchers from various contractual partners
• 30 days of vacation
• Company pension plan
• Great company events
• Fitness studio

The offer

• 100% focus on existing clients without additional product sales
• An attractive basic salary with a performance‑related bonus
• A full induction phase in the form of a mentoring program
• A working environment that offers internal development opportunities and company‑wide career opportunities
• A modern workplace from the headquarters in Rodenbach, Kaiserslautern district or in the Frankfurt am Main office
• A highly motivated, committed team and a friendly atmosphere

Seniority level

• Associate

Employment type

• Full‑time

Job function

• Finance
• Investment Management and Investment Advice

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