Client Relations Associate, Germany

Vor 7 Tagen


Essen, Nordrhein-Westfalen, Deutschland Gold Group Vollzeit

Client Relations Associate, Dusseldorf, Germany

Upto €47,000 + Comp
Applications welcomed by talent involed within the finance industry for this amazing opportunity based in Dusseldorf. Please note it is essential that you are fluent in both German and English (written and verbal).

What we are looking for:


We are currently looking for a
Client Relations Associate to be based in Dusseldorf who will play an integral role in managing client relations and product offers across the business.


You will have some basic exposure to the financial sector and a genuine interest in covering various different investment asset classes from shipping and aviation to real estate and energy.


Every day will be different, learning something new, talking to new people, developing your skills in various different avenues and working within a successful and nimble financial services team.

Working with the leadership team to identify new opportunities, preparing marketing materials and supporting the onboarding of new client relationships and projects (incl. managing the KYC & signing processes).


Carrying out market research to identify and establish contact with new clients, coordinating the signing of contractual agreements, working on the research and preparation of workshop and seminar resources and assisting across the various business units with the creation of invoices and documentation.


Performing due diligence on new clients, requesting KYC information, documentation, review, and verification of received documentation and review of KYC records as to completeness, including verifying that due diligence has been performed and that standards are complied with and that the files and risk assessments are current and up to date.


Monitoring of the market and the industry's releases to maintain the company's internal database and to update and identify business opportunities.

Identifying possible investors and carrying out research to determine their contact persons and investment preferences (investment manager profiles, fund profiles, investor profiles.


Researching and updating investor's strategic asset allocation changes in the company's database support in the preparation of concise reports on investors feedback following the marketing of business products and to create and assist the preparation of relevant marketing materials and pitches for prospective clients.

Please register your interest today.

Services advertised by Gold Group are those of an Agency and/or an Employment Business.
We will contact you within the next 14 days if you are selected for interview. For a copy of our privacy policy please visit our website.

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