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Universal-Investment-Gesellschaft mbH
Relationship Manager - Institutional Investors (m|f|x) Hero Image

Relationship Manager - Institutional Investors (m|f|x) Frankfurt

Key Account Manager | Relationship Management | Kundenberater
Vollzeit, Teilzeit
ohne Führungsaufgaben
mit betrieblicher Altersvorsorge

Job-Überblick

Veröffentlichung
5. Jänner 2025
Bewerbung bis
13. März 2025
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Grow with us!

We are currently looking for a colleague to join our Relationship Management Institutional Investors Team that is a part of our Sales & RM area. We are responsible for German Institutional Investors in different customer groups

Aufgaben

  • Provide client support and strengthen relationships with assigned institutional clients, while collaborating within the team to represent mandates effectively.
  • Respond to client inquiries promptly, working with relevant departments when needed.
  • Identify new sales opportunities and recommend UI services to meet client needs.
  • Collaborate with product management to co-develop and enhance tailored products and services.
  • Represent the department in internal committees, working groups, and project teams.
  • Act as the first point of escalation for customer complaints and manage resolutions.
  • Coordinate projects and processes between external partners and internal departments.
  • Support internal departments in negotiating and drafting contracts to support clients and business objectives
  • Represent the company at external events and engagements
  • Coordinate and organize customer meetings and investment discussions in Germany and Luxembourg
  • Prepare and present reports to external stakeholders at various hierarchical levels

Profil / Ihre Qualifikation / Ihre Persönlichkeit:

  • Several years of experience with institutional clients, ideally from KVG, custodian or investment manager
  • In-depth knowledge of various asset classes and instruments, including securities, derivatives; alternative investments and Real Estate would be advantageous
  • Knowledge of sustainable regulations in the fund industry and regulations on the investment level for clients could be a plus
  • A degree in economics or equivalent qualification (e.g. CFA, CAIA)
  • Proactive, flexible, and independent working style with high energy.
  • Entrepreneurial mindset, strong service orientation, and excellent communication skills.
  • Willingness to travel
  • Fluency in German and English is essential

Das erwartet Sie

  • An exciting working environment and challenging tasks
  • Extensive insight into the European fund industry
  • Friendly, international and goal-oriented working environment
  • High degree of independent work
  • Interesting discounts
  • Free Deutschland ticket
  • Attractive home office arrangements and working time flexibility
  • Part-time working possibility available (min. 80%)
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Standort

Theodor-Heuss-Allee 70, D-60486 Frankfurt am Main