About the Position

Assistenz in der Vermögensverwaltung (m/w/d)

Job-ID: t2316

Location: Hamburg, Germany
Employment Type: Vollzeit, 40h / Woche
Salary: 4.000 € - 5.000 € pro Monat

Your Future Workplace

Our renowned client is a leading partner in the field of asset management. With approximately 40 employees, the company has been successfully operating in the market for over 15 years, offering individual and independent advice on wealth management.

Our Offer

Direct permanent employment with our reputable client in the prime location of Hamburg
Above-average attractive salary structure
Pension contribution subsidy after the probationary period
30 days of annual leave
Flexible working hours and home office option up to 50%
State-of-the-art office equipped with ergonomic chairs and height-adjustable desks
Modern technical equipment including personal MS Surface, company smartphone, and in-ear headset
Opportunities for professional and personal development
Highly motivated team with flat hierarchies
Responsibility with room for your own ideas
Cozy seating area with fresh fruit, water, coffee, and tea
Team, summer, and Christmas events as well as various employee discounts such as Corporate Benefits

Your Tasks

Support in client management
Participation in digitalization processes related to client management
Continuous correspondence with banks and asset managers
Execution of asset accounting and asset controlling
Preparation of analyses and reports for clients
Administrative maintenance of the online portal

Your Profile

Completed commercial education in banking or a completed economic degree
Initial relevant professional experience in client management
Proficient use of Sharepoint, Teams, and common MS Office applications
High service orientation and customer-focused, helpful thinking and behavior
Analytical and data-specific mindset
High communication skills, team orientation, and strong empathy
Independent and committed work attitude

Your Partner

Are you looking for your dream job? Orizon supports you! With individual consultation and personal support, we will find the job that best suits you.

Orizon is one of the ten largest staffing agencies in Germany. As one of the market leaders for the German Mittelstand, we lend and place specialists and executives from all professional fields to reputable companies. Find your place with us too!

Application and Inquiries

We look forward to receiving your application (including availability and salary expectations) via email to [email protected] or through our application module on this page.

For questions, Mr. Stephan Oertle is available at +49 172 420 7772.

The salary indicated here may not include all components (e.g., industry supplements, Christmas bonuses, shift bonuses, etc.). The binding salary is to be clarified in a personal conversation.

The salary information provided is for orientation purposes only and does not constitute a binding commitment.

For more information, visit orizon.de.

We take the protection of your personal data seriously: www.orizon.de/de/datenschutzvereinbarungen

Your Application Process

Apply quickly and easily on orizon.de. Upload your CV and certificates directly – this says more about you and speeds up the process.
You don't have documents on hand? No problem: Submit them later or let us clarify the details in a personal conversation.

Depending on the advertised position, we will arrange a presentation appointment by phone or email. During an initial (telephone) introduction, we will determine together whether you and the advertised position are a good match. If not, we will find alternative job offers that better suit you and your wishes – our service is free of charge for you as an applicant at all times.

Once we have found a suitable job offer for you together, we will meet for a more comprehensive conversation – either in person, via video call, or in a more detailed telephone conversation. Here we can get to know each other better, clarify any open questions, and discuss the last details. After that, nothing stands in the way of your new activity.

Are you, us, and our client company all convinced that everything fits?
Congratulations: You can then sign your employment contract – either directly with us or, if it is a placement, with our client company.
Of course, we are also available for any questions at any time after the contract has been concluded.

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Assistenz in der Vermögensverwaltung (m/w/d)

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