Rothschild & Co is seeking a Client Manager to join their Frankfurt Wealth Management Team. The successful candidate will provide independent and self-responsible support to a customer manager team, coordinate and prepare client meetings, and support in the creation of investment proposals and requests for proposals.
Requirements
- Self-standing and independent support of a customer manager team
- Coordination and preparation of client meetings
- Support in the creation of investment proposals and requests for proposals
- Preparation of contract documents
- Coordination of account openings at custodian banks, coordination and processing of orders of any kind
- Regular reporting to clients and prospects
- Participation in the development and creation of presentations for marketing purposes
- Support in acquisition and ongoing customer care
- Administrative support of customer advisors (travel management, expense accounting, etc.)
Benefits
- Leistungsgerechte Vergütung und attraktive Zusatzleistungen
- Gesundheitsleistungen
- Internen Schulungen und Unterstützung bei der Teilnahme an Fort- und Weiterbildungskursen