Benjamin Betz

Premium
Vermögensverwalter / Niederlassungsleiter
Full-time employee in Traunstein
Traunstein
Traunstein
Financial services
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Benjamin Betz's haves

  1. Nachhaltigkeit
  2. Portfoliomanagement
  3. Vermögensverwaltung
  • Karrierechancen
  • Wertpapierhandel
  • Pressemitteilungen
  • Betreuung von Privatkunden
  • VWD Projekte
  • All 24 haves are only visible to logged-in members.

Benjamin Betz's wants

  • Kontakte zu Freunden und Bekannten
  • CeFM und CIWM Kolleginnen und Kollegen
  • Private Banking
  • All 7 wants are only visible to logged-in members.

Benjamin Betz's professional experience

2 months
06/2019 - to present
Vermögensverwalter / Niederlassungsleiter
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1 year
6 months
01/2018 - 06/2019
Portfoliomanager
Bayerische Vermögen AG
5 years
3 months
10/2012 - 12/2017
Geschäftsfeldverantwortlicher Wertpapiere
Senior Vermögensverwalter / Portfoliomanager
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Junior Vermögensverwalter / Portfoliomanager
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Wertpapierberater
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Benjamin Betz's educational background

  • 09/2008 - 06/2009
    DVFA Deutsche Vereinigung für Finanzanalyse und Asset Management
    Certified International Wealth Manager, CeFM / CIWM
    Volkswirtschaft und Marktstrukturen 10 % Recht und Steuern 15% Anlageprodukte 15% Relationship Management 15% Finanzplan ,Estate Planning & Familiy Office 20% Asset Management und Portfoliooptimierung 25%
  • 09/2002 - 02/2006
    Rheinische Fachhochschule Köln
    Wirtschaftsrecht, Dipl. Wirtschaftsjurist
    Finanzdienstleistungen

Benjamin Betz speaks the following languages:

  • German
  • English

Benjamin Betz's interests

  • 1.FC Köln und viel mehr
  • Golf
  • Wealth Management
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Benjamin Betz's group memberships

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