Enrique Helbert
Student
Sopron,GS
Summary
Hello, my name is Enrique Helbert and I am 21 years old. Some important information about me are: I have the dual citizenship of Germany and Hungary. Since I was born in Germany, I speak both German and Hungarian as my mother tongue. Currently, I have been attending the Alexandre Lamfalussy Faculty of Economics for three years and I complete my entire course in English, so I can say that I am fluent in English.
Already at the beginning of my studies, I decided to work and have now been working as a financial advisor at OVB Vermögensberatung Kft. for two years, where my main task is to support and assist clients. In terms of my school activities, I have advanced degrees in English and German, including C1 language exams for both languages.
Why am I interested in this opportunity? Firstly, I would say that I am extremely goal and success orientated, and the discussions with Professor Balázs Tóth have particularly motivated me. I see enormous potential in the tasks that your company deals with. In addition, I strive to continue my education, explore new areas and gain extensive experience. All in all, I would be very happy to work with you.
Overview
2
2
years of professional experience
1
1
Certification
3
3
Languages
Work History
Financial Advisor
OVB Vermögensberatung KFT.
03.2022 - Current
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Conducted thorough research on market trends and investment products to provide well-informed recommendations to clients.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Collaborated with team members to streamline processes and improve overall client experience.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
Education
Some College (No Degree) - International Business Management
Alexandre Lamfalussy Faculty of Economics
Sopron 04.2001 -
Skills
Goal and success-orientated
undefinedCertification
Certified [Financial Advisor], [OVB Vermögensberatung Kft.] - [2022.03.01-Until today]
Timeline
Financial Advisor
OVB Vermögensberatung KFT.
03.2022 - Current
Some College (No Degree) - International Business Management
Alexandre Lamfalussy Faculty of Economics
04.2001 -
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