Client Manager (m/w/d)

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