Assistant, Investment & Real Estate Consulting
Who I am
I was born and raised in Munich and trained there at the HypoVereinsbank, supporting private clients in the areas of asset investment, finance, building society savings and insurance.
In 2004, I became an assistant in their department for corporate customers, liquidity and investment consulting. I provided sales support for midsize corporate customers and public-sector customers in the areas of asset and interest rate management, money markets, and foreign exchange trading. In 2006, I switched to the Wealth Management division, Family Office.
Then I established and developed the investment management team at Merck Finck. From 2011-13, I studied at the Frankfurt School of Finance & Management and became a Certified Financial Planner.
What I do
My work is multifaceted. I support asset management in Munich and Ingolstadt in a variety of ways.
For instance, I help my colleagues prepare for client meetings and prepare depot analyses and investment recommendations. Since April, I have also been responsible for aiding the Head of Real Estate Consulting. We analyze properties and market conditions throughout the country, recommend suitable measures to our customers and provide them with the right network partners.
What I think
I very much enjoy working with different people. Expanding my knowledge and gaining insight into new topics are high priorities for me.
Trust, of the kind that has a positive impact on business development, can only be achieved on a long-term basis by advising the customers holistically and personally creating a bond.
We should always keep in mind that we are here for and because of the customer, and act accordingly.