Assistenz der Kundenberater (m/w/d)
Core
Assist the client advisors in a family-owned wealth management firm by managing client profiles, portfolios, and transaction execution.
Role type
Client service assistant (wealth management)
Builds
Client portfolios and transaction records for private individuals, professional athletes, entrepreneurs, and foundations
Domain
Wealth management / Private banking
Required skills
Client profile management, transaction execution, portfolio management, MS Office, interpersonal communication
Preferred skills
Financial services experience, Fachwirt, Betriebswirt, Bachelor degree
Technologies
MS Office
Responsibilities
Create and maintain client profiles and mandate documents, execute client orders and transactions, assist management with meeting preparation and follow-up, perform general back-office and team support tasks
Seniority
Entry-level to Junior