Client Manager (m/w/d)

Rothschild & Co Vermögensverwaltung GmbH

Frankfurt am Main, Germany
On-site
Support client advisor team
Prepare client meetings
Create investment proposals
Rothschild & Co is seeking a Client Manager for its Wealth Management Team in Frankfurt. The role involves supporting a team of client managers, preparing client meetings, and assisting in the creation of investment proposals, requiring relevant banking experience and strong communication skills

Job Summary

  • Rothschild & Co is a leading global financial services group with a history of over 200 years.
  • The role involves supporting a client advisor team in Wealth Management, including preparing meetings, creating proposals, and handling administrative tasks.
  • We offer a challenging and varied work environment with agile working methods, competitive compensation, and attractive benefits.

Matching Summary

Match Score: 85

Rothschild & Co is seeking a Client Manager for its Wealth Management Team in Frankfurt. The role involves supporting a team of client managers, preparing client meetings, and assisting in the creation of investment proposals, requiring relevant banking experience and strong communication skills.

Skills & Requirements

Must-have

  • Support client advisor team
  • Prepare client meetings
  • Create investment proposals
  • Handle account openings
  • Regular client reporting

Nice-to-have

  • Interest in capital markets
  • Agile working environment
  • Customer-oriented approach

Key Requirements

  • Completed banking apprenticeship
  • Practical experience in Wealth Management
  • Good knowledge of banking processes and products
  • Experience in Private Banking Assistance
  • Fluent German and good English skills

Work Rights

Not specified

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