Client Manager* Wealth Management - München
Core
Administrative and operational support for wealthy families, foundations, and institutions in the Wealth Management team.
Role type
Client Manager (Wealth Management)
Builds
Operational workflows and client service processes for private banking clients
Domain
Private 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 and business processes, ensure smooth and high-quality workflows, serve as the first point of contact for clients, prepare and follow up on client meetings, collaborate with Relationship Managers to strengthen client relationships