The 2023 Graduate Talent Program in Wealth Management - Loveland, OK, United States - Orion Innovations

Orion Innovations

Verified Company

Loveland, OK, United States

2 weeks ago

Posted by:

James Miller

beBee Recruiter

Freelance

Description

Your role
Are you passionate about finance? Do you enjoy interacting with people?

We are seeking someone who:

Assists our client advisors in preparing and following up on customer appointments
Creates presentations for investment advisory and acquisition meetings
Helps address customer inquiries
Conducts portfolio checks and assists with asset reports
Utilizes our client relationship management tool CAWB to manage customer data
Conducts research on relevant information for customers, market trends, and product topics
Develops marketrelated topics and issues
Supports central and local marketing activities

Your team
You will be part of a team of skilled client advisors in our Frankfurt office. We work with and support affluent clients, families, and companies in all aspects of wealth structuring and management.

Your expertise

Must be a native German speaker and have good English skills

Join us
At UBS, we embrace flexible working arrangements when possible. We offer various options such as part-time, job-sharing, and hybrid (office and home) working.

Our purpose-driven culture and global infrastructure allow us to connect, collaborate, and work together in agile ways to meet our business needs.

From gaining new experiences in different roles to acquiring new knowledge and skills, we understand that great work is never accomplished alone.

We recognize that our people, with their unique backgrounds, skills, experience levels, and interests, are the driving force behind our ongoing success.

Together, we are more than ourselves. Are you ready