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Client Relationship Manager for Wealth Management

vor 3 Monaten

Frankfurt am Main, Hessen, Deutschland iComps GmbH Vollzeit


Client Relationship Manager for Wealth Management (m/w/d) at iComps GmbH | softgarden

Client Relationship Manager for Wealth Management (m/w/d)
  • Full-time or part-time
  • Remote options available
  • Experience required
Are you excited about working in a dynamic team with diverse tasks and constant challenges in the financial sector? Join us This position is available in full-time or part-time (minimum 30 hours).

Your Responsibilities:

  • You will manage a dedicated portfolio of clients, addressing inquiries regarding our software and ensuring high levels of customer satisfaction.
  • You will identify client needs and provide proactive advice, thereby enhancing long-term client loyalty.
  • You will collaborate closely with the software development team regarding updates to our software, ensuring an optimal user experience for both clients and yourself.
  • As a Client Relationship Manager, your role is not focused on sales; instead, you will serve as a knowledgeable partner to our clients.

Your Qualifications:

  • You have successfully completed a degree in economics or finance-related fields.
  • Ideally, you have experience in family offices, asset management, or banking environments.
  • You possess a strong affinity for IT topics and emerging technologies.
  • You are highly responsible and take pleasure in working meticulously and accurately.
  • You can prioritize tasks effectively, even during high-pressure situations, while maintaining a clear overview.
  • You are customer-oriented and passionate about your work.

What We Offer:

  • A secure workplace
  • Flexible work locations: remote, home office, or office options
  • Workation: up to 30 workdays per year from abroad* while working remotely
  • Complimentary beverages and fruit
  • Various options for company pension schemes
  • JobRad
  • A supportive environment where you will thrive

*Applicable to EU countries, Switzerland, the UK, and Norway

For readability, masculine terms are used; these terms apply to all genders.

About Us

In short, we provide our clients with software that allows for comprehensive, individualized, and easily understandable representation of complex assets. We are always looking for new team members who align with our values and the mission of iComps. Could we be the right fit for you?