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Career

We are looking for character, creativity, and common sense to build a long-term partnership

Career

With few hierarchy levels and great emphasis on personality development, working in our company is suitable only for people who are able to identify with the idea and the DNA that makes up the backbone of Wealth Effect Management. Therefore, when choosing candidates for new positions, we consider thoroughly all aspects of personality, personal values, and professional knowledge to create long-term cooperation with people who want to work on themselves and who have a sense of responsibility and desire to be successful. Thanks to that, we can provide workplace with a unique atmosphere and excellent interpersonal relationships across the entire team. If you are looking for a new challenge, want to move forward and prove to the world that conscientious work and determination to pursue your goals are the basis of success, let us know!

My name is Peter Štadler. I am the founder and owner of the financial company Wealth Effect Management. But WEM is not just about me. The Wealth Effect Management team consists of people who share values with me – loyalty, knowledge and character. Thanks to a mutual effort and enthusiasm for the world of finance, WEM continues to grow.

Long-term cooperation is based on high demands placed on people and besides knowledge and integrity their inner drive to be the best. Our goal is to help people grow professionally and personally, develop positive qualities and encourage continuous improvement.

In Wealth Effect Management, we have created an environment where experienced professionals find a stable partner who can help them improve and provide services at the highest level. For aspiring adepts who are discouraged by the bad reputation and unprofessional approach of many companies of financial sector we offer character necessary for responsible customer care.

Our goal is a satisfied client, we do everything we can to bring to our market services of the same quality as services in developed markets. If you are interested in a responsible approach and are looking for a new challenge, let us know and we will be happy to present you career opportunities.

Students and Graduates

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Whether you just want to broaden your knowledge in the business world, gain experience in the field you want to work in, or are looking for an opportunity to turn your skills and ferocity into a well-paid job, Wealth Effect Management is your place to be. With access to Bloomberg’s professional terminal, our own portfolios and a professional team, you can start your career with an experience you cannot get anywhere else.

Intern

  • Back Office assistance with reconciliation and work with the internal IRS system
  • preparation of daily operations documents
  • preparation of internal reports
  • assistance to COO in accounting, cash flow projecting and budgeting
  • report creation and database work
  • evaluation of the company’s investment opportunities and projects
  • Front Office support
  • daily operations: managing client accounts, requests processing
  • processing of client requests and documents (technically and administratively)
  • preparation of documents required for trade executions
  • analysis of data, information, and their evaluation
  • valuations and statistics
  • creating surveys and metrics that help in business development
  • Portfolio Management support
  • working with Bloomberg Professional Terminal

Associate

  • Associate is a position intended for those who want to service clients
  • You will be supervised by a mentor
  • Ideal preparation for the future in private banking and wealth management
  • Access to exclusive training that enhances expertise and sales skills
  • Gaining experience at meetings with real clients
  • The position is paid based on a commission system – the possibility of above-standard earnings

Experienced Consultants

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Whether you plan to work in field of long-term financial planning or need to gain experience for a private banking career, with us you have a guarantee of quality products and unique know-how. If you have no experience with the financial world, you can start as an Associate and we will make you an expert.

Wealth Advisor

  • 1 year of experience in the financial market (If you don’t have experience you can start as Associate)
  • Successful completion of all rounds of interviews
  • NBS exam for sectors of expected fields of work
  • Bachelor degree
  • English – Beginner (A2)
  • Integrity and representative manner
  • Social and personal manner
  • Basic financial education and general knowledge

Wealth Manager

  • At least 1 year of experience as Wealth Advisor or 3 years in private banking
  • Successful completion of internal interviews
  • NBS capital market exam
  • University education of first level
  • English – Advanced (C1)
  • Integrity and representative manner
  • Knowledge of wealth management
  • Networking skills
  • Understanding of world of fashion and luxury
  • Sales skills

Skilled Professionals

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We offer ambitious professionals the opportunity to further develop their skills and find new challenges. Our advantage is transparency and solutions that can meet the expectations of creditworthy clients. The support we provide allows experienced workers to create solutions for clients from the higher income brackets and meet their demanding expectations about the quality of the services provided.

Senior Wealth Advisor

  • 5 years of experience as a Wealth Advisor, or 7 years of experience in the financial market
  • Active experience with capital market products
  • 3 successful projects presented through case studies
  • Active client database – at least 150 clients
  • The volume of managed funds at the level of € 500,000
  • Bachelor degree
  • Completion of two financial / business courses or certificates
  • English – Advanced B2
  • Integrity and representative behavior

Private Wealth Advisor

  • At least 5 years of experience in position of Wealth Manager or 5 years in private banking
  • 3 successful projects presented through case studies
  • 150 actively managed clients
  • The value of assets under management of 5 million
  • Masters degree
  • Completion of at least 3 financial / business courses or certificates
  • English – Advanced (C1)
  • Integrity and representative behavior
  • Work with MS Excel
  • Experience with presentations creation
  • Wealth Management knowledge
  • Networking skills
  • Understanding of world of fashion and luxury
  • Sales skills

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Wealth Effect Management a.s.,
Prievozská 4/C, 821 09 Bratislava
IČO: 52391728
© 2018-2020 Wealth Effect Management
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