Was lernt man in der Vermögensberater-Ausbildung?
What do you learn in the financial advisor training program?
The investment advisor training program teaches you:
- Establishing contact and building relationships with customers
- identify the needs and investment restrictions of clients
- Execution of asset management orders
- Execution of asset management mandates with power of attorney
- Advising clients on investment decisions
- Execution of transactions with financial instruments
- Monitoring client portfolios
- Regularly informing customers about developments
