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Client Service Expert Private Markets @ Westhouse Professionals GmbH

Frankfurt am Main, Hessen, 60329, DEOnsiteFull-time
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About this role

General information

Reference: 180944

Location: Fankfurt

Start: 14.12.2026

Volume: full-time

Duration: 15.08.2027

Languages: German and English

Your Skills

  • University degree or a professional qualification (e.g., CAIA, CFA, CEFA, etc.)
  • Ideally Initial experience in asset management
  • Knowledge in capital markets and Private Markets
  • Strong organizational skills with the ability to manage multiple priorities
  • Willingness and ability to collaborate within a team
  • Clear, concise, and confident communication in both German and English
  • Proactive, self-driven working style with a high level of accountability
  • High work ethic and positive attitude
  • Ability to work effectively under pressure and meet deadlines
  • High level of discretion and professionalism
  • Strong problem-solving skills and solution-oriented thinking
  • Knowledge and experience of Generative AI, Microsoft Copilot (or similar tools), and Machine Learning
  • Proficiency in Microsoft applications

Your Tasks

  • Coordinate client onboarding for our Private Markets products for clients especially in EMEA but also globally.
  • Handle client inquiries throughout the investment lifecycle, including reporting, capital calls, valuations, reviews, ad hoc requests, and changes
  • Manage and continuously improve processes and interfaces related to client servicing
  • Liaise with internal and external stakeholders, such as Legal, Portfolio Management, administrators, and other external partners on topics including tax, fund/mandate structuring, legal etc.
  • Support Sales colleagues in responding to initial client engagement, RFPs and participating in due diligence processes
  • Facilitate product launches in the Private Markets space, ensuring alignment with our clients’ needs
  • Respond to clients’ enquiries on a timely bas

Skills

Investmentfondskaufmann/-frau

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