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Beschreibung:
What does your day-to-day look like? Support the Client Service team in delivering high-quality service to institutional and wholesale clients, while gaining exposure to client relationship management and operational processes in asset management. Support client relationship management activities for institutional and wholesale clients Assist in the preparation and follow-up of client meetings, presentations and reporting Contribute to sales support activities (e.g. RFPs, marketing materials, client requests) Help coordinate onboarding and offboarding processes for mandates and funds Support client data management in CRM systems (e.g. Salesforce, Adjuto) Assist in the preparation and delivery of regular and ad-hoc client reports Contribute to internal coordination with Sales, Operations, Legal and Product teams Ensure accurate documentation and support compliance with internal procedures
Ihr Profil:
Are you our next VIE - Client Service M/F/D ?
Education / Qualifications:
University degree or relevant education
Experience:
First experience (internship, student job) in finance or client service is a plus, but not mandatory
Languages:
German: C2 level (mandatory)
English: professional level (mandatory)
Knowledge and skills:
Strong communication skills and service-oriented mindset
Good organisational skills and attention to detail
Ability to work in a team and in an international environment
Interest in financial markets / asset management
Knowledge of Excel and PowerPoint
Competences:
Team spirit and collaboration
Reliability and willingness to learn
Proactive attitude
Ability to manage priorities and work in a structured way
| Quelle: | Website des Unternehmens |
| Datum: | 26 Jun 2026 |
| Stellenangebote: | V.I.E. |
| Sprachkenntnisse: | Englisch |