Required skills
- Asset Management
- Private Markets
- Capital Markets
- Client Support
- MS Office
- Generative AI
- Onboarding Management
- Process Optimization
- CFA
- CAIA
- CEFA
Languages: German
Job description
Seeking a Client Service Expert for Private Markets for an 8-month hybrid project role in Germany, focusing on institutional client support within the investment lifecycle.
Project overview
We are looking for a Client Service Expert - Private Markets for an 8-month project position at a financial location in Germany. The role is hybrid and offers the opportunity to work in a dynamic environment.
Your responsibilities include supporting institutional clients in the private markets sector, including coordinating and executing client onboarding. You will handle client inquiries throughout the entire investment cycle, particularly regarding reporting, capital calls, and valuations. Furthermore, you will optimize customer service processes and interfaces and coordinate with internal departments and external service providers. You will support sales with client inquiries, tenders, and due diligence processes and assist with product launches.
We expect a completed degree or a comparable qualification, ideally with additional qualifications such as CFA, CAIA, or CEFA. Initial professional experience in asset management and knowledge of the capital markets and private markets environment are required. Experience in institutional client support is an advantage.
You are characterized by strong organizational and communication skills, work in a structured, independent, and solution-oriented manner. Resilience, teamwork, and a professional demeanor are a matter of course. You are proficient in MS Office and have knowledge of generative AI and comparable applications. Very good German and English skills are required.
This position is a project-related employment.
Project details
- Start: Dezember 2026
- Duration: 8 Monate
- Remote: hybrid
- Location: Frankfurt am Main, DE
- Languages: German
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