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About the Role

As a (Junior) Relationship Manager Investments, you will contribute to the company's success and growth while developing your skills in serving sophisticated and affluent clients. You will be a key point of contact, representing LIQID in daily interactions and building long-term, trusting client relationships through your professionalism, eagerness to learn, and service orientation.

Responsibilities

• Provide competent and reliable support to affluent existing clients regarding wealth management and market developments.
• Actively build trust with clients, ensure satisfaction, and continuously develop client relationships through a targeted and service-oriented approach.
• Identify individual client needs and generate interest in our investment products.
• Inform clients about current investment strategies and portfolio adjustments, applying your market understanding to consultations.
• Relay client feedback and contribute own ideas to the Sales, Marketing, Operations, and Tech teams.
• Actively shape external communication and contribute to the development of products and platforms for our clientele.

Requirements

• Completed commercial apprenticeship (ideally banking apprenticeship) or a degree (preferably in economics with a focus on finance).
• Initial relevant professional experience in client advisory within the financial services sector.
• Developed a fundamental understanding of financial products and various asset classes.
• Interest in global capital markets and current economic and political developments, with regular monitoring.
• Structured, service-oriented work approach and enjoyment of client interaction.
• Fluent German and good English language skills.
• Responsible, reliable, and highly client and service-oriented mindset.
• Strong communication skills and the ability to empathize with our target group through personal and professional experience.
• Independent work style, ability to prioritize effectively, and a proactive, hands-on approach to challenges.
• Ability to perform at your best in a dynamic environment.

Skills

• Client Advisory
• Wealth Management
• Financial Products
• Investment Strategies
• Market Analysis
• Communication
• Customer Service

Location

• Germany

Work Type

• Full-time
• Hybrid

Experience Level

• Junior
• Entry-level

Education Level

• Apprenticeship
• University Degree

Benefits

• Flexible work models, working hours, and mobile working arrangements.
• 28 days of vacation plus 2 additional days off on December 24th and 31st.
• Annual development budget of €1,500.
• High-quality equipment (MacBook, headphones, display) provided at the start.
• Attractive conditions for investment strategies.
• Monthly lunch subsidy.
• Exclusive discounts with various providers.
• Access to regional organic products in the office.
• Health initiatives and Health Assistance Program.

About the Company

• LIQID is a leading digital wealth manager in Europe and one of the fastest-growing German fintechs.
• Our mission is to create equal conditions for wealthy investors by providing access to expertise and investment solutions previously unavailable to them.
• We focus on a balance between people, environment, and profit.
• We offer comprehensive investment solutions, from first-class wealth management to curated portfolios from the world's best private equity and venture capital funds.
• We manage over €3.8 billion in assets.
• We collaborate with strong and experienced partners including LGT, Toscafund, HQ Trust, and Project A.

Equal Opportunity

• LIQID is an employer that stands for equal opportunity.
• All qualified applications will be considered without regard to race, age, religion, gender, ethnic and national origin, disability, or any other characteristic protected by equal treatment laws.