Munich, Bavaria, Germany · Hybrid
Ihre Aufgaben Unterstützung der Finanzberater im Tagesgeschäft unserer Vermögensverwaltung.Erfassung, Dokumentation und Analyse der Vermögenssituation unserer Mandanten und Interessenten und Teilnahme an Beratungsgespräc…
Skills: Financial analysis, Portfolio management, Asset management, Data administration, Reporting
Munich, Bavaria, Germany · Hybrid
Ihre Aufgaben Aktualisierung und Pflege unserer Website (WordPress).Erstellung und Auswertung von E-Mail-Newslettern und -Kampagnen.Unterstützung bei der Planung, Organisation, Durchführung und Nachbereitung von Messen u…
Skills: WordPress, Email Marketing, Event Management, SEO, SEA
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Support financial advisors in daily operations, including client asset analysis, order execution, and portfolio administration. Prepare reports, presentations, and marketing materials while maintaining client and strategy data.
Requires a university degree and a strong passion for passive investing. Candidates should possess excellent organizational skills, attention to detail, and proficiency in MS Office.
Independent financial advice based on the world portfolio concept of Dr. Gerd Kommer
Gerd Kommer Invest GmbH, based in Munich, is a financial service provider for wealthy private clients, foundations and small and medium-sized companies. The company was founded in January 2017 and pursues a decidedly scientifically oriented investment approach.
Offices: Sendlinger Straße 41, Munich, Bavaria 80331, DE
Independent financial advice based on the world portfolio concept of Dr. Gerd Kommer
Gerd Kommer Invest GmbH, based in Munich, is a financial service provider for wealthy private clients, foundations and small and medium-sized companies. The company was founded in January 2017 and pursues a decidedly scientifically oriented investment approach.
Offices: Sendlinger Straße 41, Munich, Bavaria 80331, DE
