Core
Main contact person for clients, handling daily communication, creating solution processes, and managing applications for new and existing clients.
Role type
Senior business operations manager / strategic advisor
Builds
Client service processes and application workflows
Domain
Financial advisory / wealth management
Deliverable
client delivery
Required skills
solution competence, independent work, self-organization, strategic thinking
Preferred skills
willingness to learn, growth mindset
Responsibilities
Daily client communication via email, WhatsApp, and phone; creating solution processes for new challenges; independently creating applications for new and existing clients; providing holistic support to the managing director on strategic, conceptual, and operational tasks