Wealth Management Middle Officer Wealth Management Middle Officer …

Selby Jennings
in Frankfurt am Main, Hessen, Germany
Permanent, Full time
Last application, 23 Nov 20
GBP60000 - GBP70000 per annum + Additional benefits
Selby Jennings
in Frankfurt am Main, Hessen, Germany
Permanent, Full time
Last application, 23 Nov 20
GBP60000 - GBP70000 per annum + Additional benefits
A leading wealth management firm is looking for additional support in their main office situated in Frankfurt. They are keen to find the right person to fit into the team and experienced members of their headquarters as you would deal with varying functions across the organisation. Successful candidate should be living in Frankfurt already with fluent/native German speaking skills.

Responsibilities:

  • Creation, control and monitoring of all contractual documents (capital and custodian banks) for correctness and completeness
  • Monitoring and maintenance of transactions and securities account balances in the reporting system, data comparison, clarification of differences and automated data import
  • Securities order processing and control
  • Coordination, creation and dispatch of customer reports
  • Support in all relevant billing activities

Requirements:

  • 2-4+ years of professional experience at a custodian bank or asset management company
  • Professional experience in portfolio management, custody business, middle office or back office is desirable
  • High social skills and team spirit
  • Enthusiasm for numbers, quick comprehension, cross-task thinking
  • Very good Excel skills and confident handling of common MS Office applications as well as knowledge of VWD Portfolio Manager are an advantage
  • Good communication skills, both written and spoken, in German as well as a confident knowledge of English
  • Independent way of working and entrepreneurial thinking as well as interest in the further development of processes

Benefits:

  • Competitive salary
  • Career progression possibilities
  • Additional Benefits

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