Junior Vermögensmanager (m/w/d)

Pmx

Stuttgart permanent

Posted: April 9, 2026

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Quick Summary

Supporting private clients with financial planning and analysis, developing investment strategies, and coordinating with internal and external partners.

Required Skills

Financial Modeling Private Banking Patient Care HIPAA Analytical Thinking Lernbereitschaft Family Office Investmentkonzepte

Job Description

Deine Aufgaben:
• Unterstützung bei der Betreuung und Beratung vermögender Privatkunden
• Vorbereitung von Kundenterminen sowie Erstellung von Präsentationen und Analysen
• Mitarbeit bei der Entwicklung von Vermögensstrategien und Investmentkonzepten
• Koordination mit internen Fachbereichen und externen Partnern
• Dokumentation von Beratungsprozessen und Sicherstellung von Qualitätsstandards

Dein Profil:
• Abgeschlossenes Studium oder Ausbildung im Bereich Finanzen, Wirtschaft oder Recht
• Erste Berufserfahrung im Finanzbereich, idealerweise im Private Banking oder Family Office
• Interesse an ganzheitlicher Vermögensberatung
• Analytische Denkweise und hohe Lernbereitschaft

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