Marvin Lauer

As a Wealth Management Advisor, you individually support affluent private and corporate clients in all financial matters. The role includes analyzing personal financial situations, developing customized investment strategies, and advising on investment, pension, and financing solutions. Furthermore, you maintain long-term client relationships, monitor market and economic developments, and help clients achieve their financial goals sustainably. Planning and optimization of asset allocation in collaboration with the client are also discussed and refined. Goal-oriented work is the top priority here.

As a Private Banking Advisor, you individually support affluent private and corporate clients in all financial matters. The role includes analyzing personal financial situations, developing customized investment strategies, and advising on investment, pension, and financing solutions. Furthermore, you maintain long-term client relationships, monitor market and economic developments, and help clients achieve their financial goals sustainably. Planning and optimization of asset allocation in collaboration with the client are also discussed and refined.

The job of a securities advisor is primarily a combination of sales and finance-related advisory services. The focus is on acquiring new clients, managing existing clients, and actively selling investment products. The advice typically follows standardized processes with a focus on achieving goals.

I have gained strong experience primarily in sales, new client acquisition, as well as in conducting conversations and handling objections. Additionally, I have learned to explain financial products clearly and to analyze customer needs in a structured manner – often under high performance and results pressure.