Assistenz in der Vermögensverwaltung (m/w/d)
Core
Supporting client management, asset accounting, and reporting for a wealth management firm.
Role type
Client support specialist in wealth management
Builds
Client reports and asset management processes
Domain
Financial services / Wealth management
Deliverable
dashboards & analysis
Required skills
Client relationship management, asset accounting, financial reporting, MS Office proficiency, SharePoint/Teams usage
Preferred skills
Digitalization process support, analytical thinking, customer orientation