Kundenbetreuer (m/w/d) in der Vermögensverwaltung
Core
Personal and telephone support for wealthy private clients, administrative office support, and coordination with external partners.
Role type
Client service and administrative assistant in wealth management
Builds
Client service and administrative support for a wealth management office
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Customer service, administrative support, regulatory compliance knowledge, MS Office, CRM systems
Preferred skills
Banking experience, knowledge of anti-money laundering regulations
Responsibilities
Personal and telephone client care, preparation and follow-up of client meetings, support in implementing legal requirements, maintenance of client data and documents, coordination with external partners