DACH REGION - INSTITUTIONAL CLIENT SERVICE OFFICER (12 months contract )
- Zweigstelle
- Frankfurt
- Eintrittsdatum
- 01.03.2025
- Arbeitszeiten
- 100%
- Art des Arbeitsvertrags
- Temporary
Description
Through the Asset Management division, we offer to institutional clients’ investment management capabilities organised across the business lines Long-Only Platform, Alternative Investment Solutions, Private Markets Group, Partnerships, Asset Allocation & DPM. The Institutional Client Service team serves as the primary contact for large and complex institutional clients globally, supporting sales teams in engaging institutional and wholesale clients. The team plays a vital role in enhancing profitability and driving growth within the Asset Management business.
Mission
We are seeking a dynamic candidate with a strong interest in Asset Management to join the Institutional Client Service team in Frankfurt.
Main responsibilities
Assist Asset Management Sales teams in supporting German-speaking client-base.
Manage, execute, and follow up on client requests and inquiries.
Collaborate with internal teams throughout the client lifecycle to ensure client satisfaction and retention.
Coordinate the onboarding process and oversee the end-to-end transition.
Involve in the implementation and monitoring of the local sales strategy.
Support the team in their prospecting initiatives, including the preparation of marketing materials and conducting market research.
Act as the local CRM champion, supporting and training the sales team to meet Salesforce requirements and ensure data accuracy.
Organize local events and roadshows.
Perform office management tasks.
Education
- Education: Bachelor Degree
- Certification: A young undergraduate between a bachelor's and a master's degree would be perfect
Experience
- Years of experience: 0-3 : beginner
- Experience required: - Bachelor’s degree in business administration, Marketing, or a related field is beneficial. - Excellent organizational skills and capability to work independently. - Accuracy and attention to detail. - Advanced skills in standard IT applications (MS Office). - Mother tongue German and fluency in English is a “MUST”; French is a “nice to have”.
- Experience in private banking: Optional
Language
- German: Mother Tongue
- English: Fluent
- French: Intermediate
OTHER
- Swiss resident: N/A