Job profile
1. Review of asset management agreements to ensure compliance with regulatory and internal requirements, particularly for onboarding new client relationships and additional mandates for existing clients
2. Coordination and alignment with relevant stakeholders (e.g., Sales, Operations, Portfolio Management, Legal & Compliance) to finalize asset management agreements
3. Sending welcome letters to clients, monitoring incoming payments, and initiating investment orders
4. Supporting the Business Risk and B2C Client Management team in day-to-day operations
Requirements
5. Completed banking apprenticeship or comparable experience in the banking sector
6. 3-4 years of relevant professional experience
7. Strong attention to detail for quality control and review processes, with the ability to work independently and reliably
8. Experience in the regulatory review of banking documents, ideally in the area of asset management agreements
9. Quick learner with the willingness to take on diverse tasks and adapt to new responsibilities
10. Excellent proficiency in both German and English