Wealth Management Customer Service Assistant
Vor 5 Tagen
Are you eager to become an integral part of a vibrant team dedicated to enhancing our Private Wealth Management services?
We are a cooperative financial institution focused on Private Banking, Investment Services, and Multi-Currency Loans. With approximately 23 billion euros in assets under management and around 180 billion euros in custody assets, we stand as one of Germany's foremost asset managers and a reliable custodian and fund administrator in the German-speaking market.
At our Munich office, we are currently looking for a Client Support Associate for Wealth Management (m/f/d) to assist our Private Banking & LuxCredit division.
Your primary responsibilities will encompass organizing general support and administrative tasks, managing standard procedures for affluent clients, aiding in office management, and ensuring the efficient functioning of administrative operations.
Your upcoming responsibilities will include:
- Facilitating seamless and high-quality administrative operations within the office
- Independently managing private client transactions in collaboration with advisors and office management
- Providing administrative assistance for client meetings, including the preparation of materials and presentations
- Processing client documentation and developing presentations
- Managing client-related standard procedures (such as account openings and reconciliations)
- Overseeing and maintaining CRM and regulatory documentation
- Conducting general correspondence with clients and partner financial institutions
What we provide:
- A stimulating and rewarding role within a professional setting
- A sustainable career path within one of Europe's most successful banking organizations
- A positive working environment with skilled colleagues
- Outstanding growth opportunities in a developing company engaged in digital transformation projects
- Modern workspaces with flexible arrangements
If you are interested in being part of our success journey, we encourage you to explore this opportunity through our online application platform.
Contact person: Beate Klasen, HR Department
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