Matthias Leitner
Kitzbühel
Summary
Private Banker and Portfolio Manager with at BTV Vier Länder Bank AG, adept in investment management and portfolio optimization. Leveraged investment advisory skills and Microsoft Office proficiency to enhance client portfolios and foster trust. Achieved significant client satisfaction through strategic financial planning and effective communication.
Overview
3
3
years of professional experience
Work History
Private Banker / Portfolio Manager
BTV Vier Länder Bank AG
Kitzbühel
02.2024 - Current
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
- Expertly managed client portfolios to maximize returns and maintain risk tolerances.
- Developed asset protection strategies for clients.
- Monitored financial market trends to provide timely and relevant financial advice to clients.
- Managed relationships with high-net-worth individuals in order to build trust and loyalty towards the bank's brand.
Client Advisor
Raiffeisenbank
Kufstein
10.2023 - 02.2024
- Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
- Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Real Estate Agent (Student Job)
Leitner GmbH (not related)
St. Johann
11.2021 - 11.2022
- Organized promotional materials used in sales presentations.
- Advised clients on market conditions, prices, mortgages, and legal requirements.
- Maintained updated knowledge of local real estate markets.
- Developed and presented purchase offers to sellers for consideration.
- Responded promptly to client inquiries via phone or email.
Education
Bachelor of Arts - Business Administration
IU International University of Applied Science
Erfurt04-2023
Certificate - Investment Management w. Python/Machine Learning
EDHEC Business School
Skills
- Investment advisory
- Investment management
- Portfolio optimization
- Portfolio construction
- Python for Finance: Basic Knowledge
- Microsoft Office
- Giving presentations
Languages
German
First Language
English
Advanced (C1)
C1
Spanish
Beginner
A1
Affiliations
- Golf
- Skiing
- Hiking
- Small Cap Trading
Timeline
Private Banker / Portfolio Manager
BTV Vier Länder Bank AG
02.2024 - Current
Client Advisor
Raiffeisenbank
10.2023 - 02.2024
Real Estate Agent (Student Job)
Leitner GmbH (not related)
11.2021 - 11.2022
Bachelor of Arts - Business Administration
IU International University of Applied Science
Certificate - Investment Management w. Python/Machine Learning
EDHEC Business School
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