- Qualifying and defining leads- Replying to specific client requests to find tailor made solutions- Meeting clients to discuss about our software solutions- Presentation of Temenos banking software to our clients- Creation of campaigns for lead generation and market awareness

- Supporting two portfolio managers to manage assets of € 900 million from clients of four different countries- Creating and revising pitches for German and international clients- Setting up excel sheets that calculate the volatility of individual portfolios and differentiates the portfolio returns of clients- Generation of individual investment suggestions and reports for specific requests- Analyzing portfolios and financial products for the model portfolios

- Completing and preparing up to five financial contracts a day; average investment sum € 3,000 - 50,000- Building up and maintaining relationships with the clients and explaining them the financial products of the company- Introducing the company´s financial products to the Maltese market

- Evaluation of capital incomes in terms of tax self-denunciation- Creation and completion of balance sheets for credit institutions- Composition of manuals for tax self-denunciations and the creation of balancesheets for credit institutions- Generating the transparency of mutual funds

- Completing and preparing different types of tax declarations, balance sheets,and annual financial statements- Advising clients about their individual tax declarations, their company´sadministrative accounting, and wealth management