Freelancer profile translated to English.
Back to original languageAbout Alexej
I support private clients with capital investment, wealth building, and real estate investments – with clear, understandable, and actionable strategies.
My focus is on combining investment solutions (ETFs, funds) and investment properties to develop holistic concepts.
I translate complex financial topics into concrete decisions and accompany my clients from analysis to implementation.
German
Native or bilingual
English
Basic
Russian
Native or bilingual
Remote only
Primarily works remotely
Experience
- ENGEL & VÖLKERSReal Estate AdvisorREAL ESTATEJuly 2024 - Today (2 years and 1 month)71 Böblingen, GermanyAdvising private clients and capital investorsAnalysis and valuation of investment propertiesAccompanying transactions until completionBuilding and maintaining a network of wealthy clients and investors
- LBBW (BW-Bank),Senior Financial AdvisorApril 2023 - July 2024 (1 year and 3 months)70 Stuttgart, Germany• • Advising wealthy private clients in investment business• • Development of individual investment strategies• • Expansion of existing customer relationships and acquisition of new clients• • Structuring of wealth solutions in cooperation with internal specialists
- Sparda-Bank Baden-Württemberg eG,Investment AdvisorMay 2022 - March 2023 (10 months)71 Ludwigsburg, Germany• • Advising private clients in investment business• • Development of suitable investment strategies• • Building long-term customer relationships
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Education
- Business Graduate (University of Applied Sciences)AKAD UniversityDiplom-Kaufmann (FH)
- Diploma Sales ProfessionalAVICO GroupDiplom Vertriebsfachmann