Job offer
The job title could not be extracted as it was not explicitly stated.
The Frankfurter Bankgesellschaft Group is seeking an individual to manage and support demanding family office mandates, particularly in the areas of mandate setup and management, reporting, and client communication. The position requires experience in the family office environment or private banking and offers the opportunity to be part of a dynamic team.
Job description
Your responsibilities
- You will support our client managers in handling demanding family office mandates, in particular by:
- Assistance in setting up and managing family office mandates
- Support with tendering, mandate tracking, and KYC processes
- Establishment and further development of reporting structures in cooperation with external accountants
- Supplementing or delivering reporting content that is not directly fed into accounting
- Preparation, review, and quality assurance of monthly and quarterly asset reports for clients
- Obtaining and evaluating offers from external service providers for our client families
- Collaboration on cross-mandate special projects and internal projects
- Support with cross-functional tasks (e.g., data protection), maintenance of client files and the CRM system
Requirements
- Initial professional experience, ideally in a family office environment, private banking, or tax services
- Completed commercial or tax training, supplemented by a relevant degree if applicable
- Basic knowledge of finance/controlling and reporting. You are familiar with the capital market environment.
- Structured, responsible, and independent way of working, as well as a high level of commitment, diligence, and resilience
- Strong analytical thinking skills
- Enjoy working in a team and interacting with our clients
We offer
No explicit benefits mentioned.Job details
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