Client Service Manager & Sales Support

Vontobel; Frankfurt; Vor Ort; EUR 70.000 - 90.000; Vollzeit

Zusammenfassung

Vontobel in Frankfurt is seeking a Client Service Specialist to support the Head of Sales Germany & Austria and the wider sales team, delivering exceptional service to institutional and intermediary clients.

This entrepreneurial role offers scope to create value through coordinating client objectives, preparing meetings and plans, handling inquiries, and aligning internal teams while leveraging an AI‑enabled toolkit to optimise processes.

Qualifikationen

• A completed commercial apprenticeship, business studies or equivalent professional experience.
• Ability to adapt quickly to new situations.
• Strong entrepreneurial spirit and commercial mindset.
• Ability to work both independently and as a team player.
• Strong communication and interpersonal skills.
• German mother tongue and excellent English (verbal and written).
• High personal integrity.
• Salesforce knowledge (CRM system) is a big plus.
• Affinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and ways of working.

Aufgaben

• Supporting Relationship Managers in the delivery of their client objectives.
• Preparing client and presentation meetings.
• Handling client enquiries and coordinating with internal departments.
• Assist in the preparation of business plans, including acquisition strategy, marketing plan and management communications.
• Monitoring sales activities, sales plans and customer segmentation.
• Contributing to the planning of roadshows and marketing campaigns in coordination with the marketing team.
• Organisation of team meetings.
• Steering the reporting structures within the assigned customer segments.

Kenntnisse

Adaptability

Entrepreneurial mindset

Team player

Communication skills

German and English proficiency

Salesforce knowledge

AI affinity

Ausbildung

Commercial apprenticeship

Business studies

Equivalent professional experience

Jobbeschreibung

Do you enjoy being the person clients trust when precision, reliability and calm execution matter most? If you're motivated by delivering an outstanding client experience while ensuring operations run seamlessly, this role offers the opportunity to make a meaningful impact from day one. As our business continues to grow, we see significant additional potential in the German market, supported by an expanded product offering, a strong long-term track record and our established reputation as a high-performing active asset manager. To support this continued growth, we are looking for a Client Service Specialist based in Frankfurt to support the Head of Sales Germany & Austria and the wider sales team, helping to deliver exceptional service to our institutional and intermediary clients.

What would your role be?

This is an entrepreneurial role with significant scope for value creation. A real passion for organisational and structural work and a desire to work in a team are essential.

• Supporting Relationship Managers in the delivery of their client objectives.
• Preparing client and presentation meetings.
• Handling client enquiries and coordinating with internal departments.
• Assist in the preparation of business plans, including acquisition strategy, marketing plan and management communications.
• Monitoring sales activities, sales plans and customer segmentation.
• Contributing to the planning of roadshows and marketing campaigns in coordination with the marketing team.
• Organisation of team meetings.
• Steering the reporting structures within the assigned customer segments.

What are we looking for?

• A completed commercial apprenticeship, business studies or equivalent professional experience.
• Ability to adapt quickly to new situations.
• Strong entrepreneurial spirit and commercial mindset.
• Ability to work both independently and as a team player.
• Strong communication and interpersonal skills.
• German mother tongue and excellent English (verbal and written).
• High personal integrity.
• Salesforce knowledge (CRM system) is a big plus.
• Affinity for Artificial Intelligence (AI) and a willingness to embrace AI-enabled tools and ways of working.

What do we offer?

• Experienced, diverse team in an international environment.
• Agile environment in how we think, the way we work and our trust for each other.
• Flat hierarchy with collaboration at all levels.
• Collaborative spirit with opportunities to learn and thrive.
• Compensation range of EUR70k-EUR90k depending on experience.

We are looking for talented people, not just a CV that ticks all the boxes.

By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in 27 locations globally and headquartered in Zurich. We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family's 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?

Private Clients

Vontobel is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks.

Institutional Clients

Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We deliver leading-edge solutions for both institutional and private clients.

Vontobel Career Page

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves.

It is based on mutual respect and zero tolerance for any form of discrimination.