Stellenangebot: Client Service Expert Private Markets bei Westhouse Professionals GmbH
Das Wichtigste im Überblick
Besondere Merkmale
Arbeitsort
Frankfurt am MainAngebotsart
ArbeitAnstellungsart
VollzeitBefristung
befristet bis 15.08.2027Berufsbezeichnung
- Investmentfondskaufmann/-frau
- Wertpapiersachbearbeiter/in
Stellenbeschreibung
General information
Reference: 180944
Location: Fankfurt
Start: 14.12.2026
Volume: full-time
Duration: 15.08.2027
Languages: German and English
Your Skills
- University degree or a professional qualification (e.g., CAIA, CFA, CEFA, etc.)
- Ideally Initial experience in asset management
- Knowledge in capital markets and Private Markets
- Strong organizational skills with the ability to manage multiple priorities
- Willingness and ability to collaborate within a team
- Clear, concise, and confident communication in both German and English
- Proactive, self-driven working style with a high level of accountability
- High work ethic and positive attitude
- Ability to work effectively under pressure and meet deadlines
- High level of discretion and professionalism
- Strong problem-solving skills and solution-oriented thinking
- Knowledge and experience of Generative AI, Microsoft Copilot (or similar tools), and Machine Learning
- Proficiency in Microsoft applications
Your Tasks
- Coordinate client onboarding for our Private Markets products for clients especially in EMEA but also globally.
- Handle client inquiries throughout the investment lifecycle, including reporting, capital calls, valuations, reviews, ad hoc requests, and changes
- Manage and continuously improve processes and interfaces related to client servicing
- Liaise with internal and external stakeholders, such as Legal, Portfolio Management, administrators, and other external partners on topics including tax, fund/mandate structuring, legal etc.
- Support Sales colleagues in responding to initial client engagement, RFPs and participating in due diligence processes
- Facilitate product launches in the Private Markets space, ensuring alignment with our clients’ needs
- Respond to clients’ enquiries on a timely bas
Arbeitsorte
Unternehmensdarstellung: Westhouse Professionals GmbH
HauptsitzGarching bei München
Gründung2002
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