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Financial Services Professional

vor 2 Monaten


Hamburg, Hamburg, Deutschland Netfonds Gruppe Vollzeit
About the Role

We are seeking a highly skilled and motivated Financial Services Professional to join our team at Netfonds Gruppe. As a Vermögensverwaltung Specialist, you will be responsible for handling a wide range of tasks related to the administration and support of our clients' financial portfolios.

Key Responsibilities
  • Act as a primary point of contact for clients, providing exceptional customer service and support in relation to their financial portfolios.

  • Process and manage client requests, including the submission and review of financial documents and information.

  • Maintain accurate and up-to-date records of client interactions and portfolio activity.

  • Collaborate with internal teams to ensure seamless communication and coordination of client services.

  • Develop and maintain a deep understanding of our clients' financial needs and goals, providing tailored solutions and recommendations to meet their objectives.

  • Stay up-to-date with industry developments and best practices, applying this knowledge to continuously improve our services and processes.

Requirements
  • Relevant education and experience in a financial services or related field, with a strong understanding of financial products and services.

  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.

  • Strong analytical and problem-solving skills, with the ability to think critically and make sound decisions.

  • Proficiency in Microsoft Office and other relevant software applications.

  • Ability to work in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.

  • Strong attention to detail and organizational skills, with the ability to maintain accurate records and meet deadlines.

What We Offer
  • A dynamic and supportive work environment, with opportunities for professional growth and development.

  • A competitive salary and benefits package, including a comprehensive health insurance program and retirement plan.

  • Flexible work arrangements, including remote work options and a generous paid time off policy.

  • Professional development opportunities, including training and education programs to enhance your skills and knowledge.

  • A collaborative and inclusive team culture, with a strong focus on diversity, equity, and inclusion.

How to Apply

If you are a motivated and experienced Financial Services Professional looking for a new challenge, please submit your application, including your resume and a cover letter, to our online application portal. We look forward to hearing from you