Welche Tätigkeiten übt man nach der Ausbildung zum Vermögensberater / Ausbildung zur Vermögensberaterin aus?
What jobs are available after training as a financial advisor?
After training as a financial advisor, you will carry out the following activities:
- Provision of asset management and investment advisory services
- Transacting business with financial instruments
- Place orders
- Monitor the execution of orders
- Advise private investors on investment decisions
- Define investors' investment needs, objectives and restrictions
- Inform customers about individual contract details including costs
- Execute asset management orders
- Define and implement an investment strategy based on client needs and in accordance with your institution's guidelines
- Monitor portfolio development
