Niklas Heuermann
Corporate Student
München
Summary
Enthusiastic student with strong work ethic and developed interpersonal skills. Committed to achieving clients' short and long-term goals and customizing strategies around clients' wants and needs.
Overview
5
5
years of professional experience
12
12
years of post-secondary education
5
5
Certifications
Work History
Wealth Management Apprenticeship
Commerzbank AG
2023.08 - Current
- Assisted in portfolio management for optimal asset allocation and diversification
- Participated in client meetings, effectively communicating investment strategies and recommendations
- Improved operational efficiency by automating routine tasks using advanced software applications
- Maintained up-to-date knowledge of industry news, trends, and regulatory changes, ensuring compliance with best practices
Private Banking Intern
Commerzbank AG
2024.02 - 2024.03
- Supported staff members in their daily tasks, reducing workload and allowing for increased focus on higher-priority assignments
- Interacted with customers by phone, email, or in-person to provide information
- Actively participated in team and client meetings
Event Assistant
Union University
1 2022 - 2023.05
- Managed event set-up and tear-down, ensuring timely completion of tasks for seamless transitions
- Greeted and directed guests at private events and explained seating arrangements to keep tables organized
- Organized facilities preparation, refreshments and entertainment for gatherings with as many as 200 guests
Intramurals Coordinator
Union University
2022.01 - 2023.01
- Fostered strong relationships with faculty and staff to create a collaborative environment for the promotion of physical fitness and well-being throughout the school community
- Established a safe and inclusive environment by enforcing rules, regulations, and sportsmanship guidelines
Soccer Coach
Münchner Fussballschule
2019.07 - 2021.07
- Enhanced team performance by developing and implementing effective coaching strategies
- Built positive, productive training environments fostering team unity and camaraderie
- Engaged parents, players and staff to maintain open, constructive communications
Education
Bachelor of Arts - Banking And Financial Support Services
Baden-Wuerttemberg Cooperative State University
Heidenheim, Germany 2001.04 -
BBA - International Business
Union University
Jackson (TN), USA 2021.05 - Current
High School Diploma -
Käthe-Kollwitz Gymnasium
Munich, Germany 2012.05 - 2021.05
Skills
Problem-Solving
Professionalism
Reliability
Excellent Communication
Team Collaboration
Adaptability and Flexibility
Time Management
MS Office
Organizational Skills
Analytical Skills
Personal Information
- Place of Birth: Munich, Germany
- Date of Birth: 12th July, 2002
Exchangeprograms
- Cincinnati (USA) 03/2018, Successful application for the exchange program of the sister cities Munich and Cincinnati
- Alicante (Spain), 05/2018
- La Spezia (Italy), 04/2017
Awards
- Dean's List (2022 / 2023)
- Academic Honor Roll (2021)
References
- Dr. Oliver Dub, President, Union University (USA)
- Pamela Whitnell, student-advisor, Union University (USA)
Languages
German
Bilingual or Proficient (C2)
English
Advanced (C1)
Certification
Finance of Mergers and Aquisitions (University of Illinois Urbana-Champaign)
Timeline
Finance of Mergers and Aquisitions (University of Illinois Urbana-Champaign)
2024-08
Banking and Financial Institutions (University of Illinois Urbana-Champaign)
2024-08
Economics of Money and Banking (Columbia University)
2024-08
Private Equity and Venture Capital (Universita Bocconi)
2024-08
Financial Markets (Yale University)
2024-08
Private Banking Intern
Commerzbank AG
2024.02 - 2024.03
Wealth Management Apprenticeship
Commerzbank AG
2023.08 - Current
Intramurals Coordinator
Union University
2022.01 - 2023.01
BBA - International Business
Union University
2021.05 - Current
Soccer Coach
Münchner Fussballschule
2019.07 - 2021.07
High School Diploma -
Käthe-Kollwitz Gymnasium
2012.05 - 2021.05
Bachelor of Arts - Banking And Financial Support Services
Baden-Wuerttemberg Cooperative State University
2001.04 -
Event Assistant
Union University
1 2022 - 2023.05