DACH REGION - INSTITUTIONAL CLIENT SERVICE OFFICER (12 months contract )

Ufficio
Frankfurt
Data di entrata in servizio
01.03.2025
Orario di lavoro
100%
Tipo di contratto di lavoro
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

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