The role is part of the PB CIO – Advisory Selection & CIO Germany team, responsible for communicating the CIO View in the German market and the investment process for the PrivatMandat Aktiv (PMA) service
Job Summary
The role is part of the PB CIO – Advisory Selection & CIO Germany team, responsible for communicating the CIO View in the German market and the investment process for the PrivatMandat Aktiv (PMA) service.
Responsibilities include the quantitative assessment process for certificate solutions in the secondary market, identifying suitable individual stocks for sideways strategies, and analyzing the attractiveness of certificates from selected providers.
The company offers a wide range of benefits covering professional and personal needs, including emotional, physical, social, and financial well-being support, with flexible working models available.
Matching Summary
The role is part of the PB CIO – Advisory Selection & CIO Germany team, responsible for communicating the CIO View in the German market and the investment process for the PrivatMandat Aktiv (PMA) service.
Skills & Requirements
Must-have
Private Bank House Views
Investment strategy generation
Model-portfolio maintenance
Fixed-income and equity recommendations
Quantitative assessment process
Certificate solutions analysis
Nice-to-have
Team collaboration
Client needs understanding
Structured and goal-oriented work
Proactive initiative
Positive attitude
Key Requirements
University degree in Economics, Finance, or Management
Proficiency in Microsoft PowerPoint, Excel, and Word