wealth office advisor

12 hours ago

Budapest, Budapest, Hungary Equilor Wealth Office Full time

Company description

Equilor Wealth Office provides high-level wealth management services, effectively managing investments in accordance with strategies agreed with dedicated advisors. Our unique portfolio management approach ensures that our clients' portfolios adapt to and benefit from changes in global financial markets.

Equilor's global market access offers access to instruments that are otherwise limited. Our clients can trust us to make sound investment decisions based on the agreed strategy, so they don't have to constantly monitor economic developments.

Our convenience services include Fine Art consulting and Concierge.

Job description

This is a full-time wealth office advisor position based in Budapest, with some home working possible. The senior asset manager is responsible for providing financial planning and investment management services to clients.

Daily tasks include finding new clients, signing contracts, developing personalized investment strategies, managing investment portfolios, assessing clients' risk tolerance, and helping them make informed decisions about investment opportunities. The position also involves providing financial advice to clients, conducting market research, and monitoring financial trends.

Skills and Qualifications

  • Customer-focused mindset
  • Financial planning and investment knowledge
  • Investment management knowledge
  • Financial knowledge
  • Excellent analytical and decision-making skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Relevant experience in wealth management or private banking
  • Higher education degree in finance, economics or a related field
  • Fluent english
  • Results-oriented
  • Confident and decisive
  • Precise and accurate

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