Westhouse Job: Client Account Manager

Project overview

For our client, we are currently looking for a

Client Account Manager

Framework Information

Reference:180576

Responsibilities

Interested?

We look forward to receiving your meaningful application documents in electronic form.

Your contact person:

Orya Pakta

*@*.com

*

• Building and maintaining existing customer relationships and providing needs-based advice
• In addition to the business developer, you will act as the primary point of contact for customers
• Identifying and implementing cross-selling opportunities, collaborating with customers to expand the service offering and supporting cross-selling initiatives
• Conducting targeted outbound calls after events and webcasts
• Serving various customer groups in the financial services sector
• Collaborating with internal teams to ensure smooth customer service
• Independent management of selected Tier 3 customers in the private client segment
• Support in all areas of the value chain
• Organization and support of customer events, especially at the Frankfurt location
• Further development of existing customer formats and introduction of new processes to increase customer loyalty
• Independent management of settlement platforms (dwp, FNZ, etc.)
• Ensuring the management and support of pension plans (Riester / Basisrente and pension savings plan)

Project details

Frankfurt am Main

Start Date:02.11.2026 / asap

Working Hours:Full-time 39 hours per week

30.10.2027

Languages:German and English

Your Qualifications

• Experience in customer consulting at a financial institution or investment fund company with a focus on private and corporate clients
• Experience in building and maintaining sustainable customer relationships as well as customer loyalty
• Sound knowledge of investment instruments, alternative investments, and capital markets
• Confident demeanor and strong communication and networking skills, especially on the phone
• Completed banking apprenticeship and/or a relevant university degree desirable
• Strong negotiation skills, service orientation, customer focus, and resilience
• Teamwork skills, solution-oriented approach, and creativity in implementing customer loyalty initiatives
• Fluent German and English skills for communication with international/national clients
• Start: 2026-11
• Duration: 13 Monate
• Remote: hybrid
• Location: Frankfurt am Main, Deutschland, DE
• Languages: German