Job offer

Account Manager, Trustees & Lawyers (m/f/d)

As an Account Manager for fiduciaries and attorneys, you will provide comprehensive support and advice to these clients on complex financing issues and investment activities. You will prepare client proposals, schedule appointments, and efficiently assist with the processing of accounts and transactions in an innovative banking environment.

Your challenge

  • All of this supports our clients' interests as part of our comprehensive client service and across a wide range of investment activities
  • Independent consulting on complex, long-term financing issues (financing strategies, capital investments, account management, compliance tasks)
  • Preparation for day-to-day operations, including providing structured and organized support for client interests and the efficient processing of client accounts and transactions within the banking department
  • Assist with the organization and preparation of client appointments, meetings, and initial client outreach sessions, as well as appointments, tasks, deadlines, and schedules
  • Preparing customer proposals and conducting preliminary reviews as part of the project to create, develop, and refine proposals

Requirements

  • A successful candidate is a team player with clear goals and a strong customer focus
  • You're motivated and eager to shape your career in the banking sector

Your advantages

  • Our work is important. We collaborate with our clients on projects and their portfolios so that, through the right coaching and regular assessments of risks and opportunities, they have the opportunity to achieve their goals.

The application process

  • Step 1: Screening
  • Step 2: Online Application Form
  • Step 3: Online Testing
  • Step 4: Job Application and In-Person Interviews

Job details

© 2025 House of Skills by skillaware. All rights reserved.
Our website uses cookies to make navigation easier for you and to analyze the use of the site. You can find more information in our privacy policy.