EMEA Wealth Associate — Bilingual EN/DE, Hybrid 4/1

Aldrich & Company Limited

Greater London

Hybrid

GBP 80,000 - 120,000

Full time

2 days ago
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Job summary

Aldrich & Company Limited, a leading global asset manager, seeks an Associate – EMEA Wealth (Bilingual English/German) in London to support Germany and the DACH region within the EMEA Wealth Distribution team.

The role focuses on client engagement, distribution growth, and operational efficiency, with a hybrid 4/1 working pattern. You will be the primary German-speaking point of contact for client actions, and will work on client onboarding, CRM, and sales support.

Qualifications

  • Experience in Financial Services or Wealth Management is required.
  • Fluent German and English (written & spoken) is mandatory.
  • Experience with client onboarding and relationship management is preferred.

Responsibilities

  • Act as the first point of contact for client queries across German-speaking Europe.
  • Support distribution strategy and infrastructure, including SICAV growth initiatives.
  • Prepare client presentations, events, and marketing materials (in German).
  • Assist with client onboarding and ongoing relationship management.
  • Maintain CRM systems.
  • Support sales strategy execution.

Skills

German language
English language
Client relationship management
Project coordination
Strategic thinking

Tools

Morningstar
FEfundinfo
PowerPoint
Excel
Power BI

Job description

Aldrich & Company Limited, a leading global asset manager, seeks an Associate – EMEA Wealth (Bilingual English/German) in London to support Germany and the DACH region within the EMEA Wealth Distribution team.

The role focuses on client engagement, distribution growth, and operational efficiency, with a hybrid 4/1 working pattern. You will be the primary German-speaking point of contact for client actions, and will work on client onboarding, CRM, and sales support.

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