Client Manager* Wealth Management - Münster
Core
Administrative and operational support for wealthy families, foundations, and institutions within the Wealth Management team.
Role type
Client Manager (Wealth Management)
Builds
Operational workflows and client service processes for high-net-worth clients
Domain
Banking / Wealth Management
Deliverable
dashboards & analysis
Required skills
Office administration, customer correspondence, account opening, meeting preparation, proactive collaboration
Preferred skills
Relationship management support, high service orientation
Technologies
MS Office
Responsibilities
Manage daily office operations, handle customer correspondence and account openings, ensure smooth workflow, act as first point of contact for clients, prepare for and follow up on client meetings
Seniority
Entry-level to Mid-level