Finance and Investment Expert HFP

Finance and investment experts have in-depth knowledge of the most important banking services as well as the significance, functioning and valuation of various asset classes. This also includes derivative financial instruments and structured products. They also have a good knowledge of financial accounting and corporate finance as well as business economics, environmental and social aspects and corporate governance. They know how to deal with clients from different cultural backgrounds and are familiar with the legal and tax conditions in their countries. Financial and investment experts are particularly proficient in the procedural steps of a structured investment process: determining the client's needs, defining the legal and tax situation, and analysing the investment strategy.